IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Quarter Est. Return
1 Year Est. Return
+10.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$2.14M
3
+$1.6M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.52M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.31M

Top Sells

1
+$2.43M
2
+$1.85M
3
+$677K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$306K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$74.5K

Sector Composition

1 Financials 0.7%
2 Healthcare 0.65%
3 Technology 0.51%
4 Energy 0.46%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$372K 0.25%
4,494
-900
27
$357K 0.24%
830
28
$335K 0.22%
2,439
+34
29
$278K 0.18%
5,047
+1,031
30
$264K 0.17%
12,200
31
$231K 0.15%
3,654
+100
32
$230K 0.15%
827
33
$212K 0.14%
3,147
-206
34
$205K 0.14%
2,550
-130
35
$205K 0.14%
706
36
$203K 0.13%
3,748
-200
37
$203K 0.13%
1,820
-24
38
$202K 0.13%
2,358
-98
39
$197K 0.13%
558
40
$189K 0.12%
2,993
+386
41
$186K 0.12%
789
42
$185K 0.12%
2,762
-30
43
$183K 0.12%
6,086
+519
44
$179K 0.12%
2,310
-42
45
$176K 0.12%
3,500
46
$166K 0.11%
3,744
-190
47
$144K 0.09%
2,559
+200
48
$126K 0.08%
2,155
-61
49
$121K 0.08%
1,180
50
$121K 0.08%
3,250
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