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
$161M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.39M
3
+$1.19M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$957K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$941K

Top Sells

1
+$115K
2
+$88.8K
3
+$86.8K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$56.7K
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$54.4K

Sector Composition

1 Financials 0.66%
2 Healthcare 0.58%
3 Technology 0.5%
4 Consumer Discretionary 0.4%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$358K 0.22%
830
27
$330K 0.2%
2,439
28
$279K 0.17%
5,076
+29
29
$261K 0.16%
12,200
30
$256K 0.16%
3,104
-1,390
31
$235K 0.15%
3,654
32
$226K 0.14%
827
33
$202K 0.13%
1,828
+8
34
$198K 0.12%
706
35
$197K 0.12%
3,750
+2
36
$195K 0.12%
2,944
-203
37
$189K 0.12%
2,350
-200
38
$187K 0.12%
558
39
$186K 0.12%
789
40
$178K 0.11%
2,167
-191
41
$172K 0.11%
2,929
-64
42
$164K 0.1%
2,174
-136
43
$153K 0.09%
5,109
-977
44
$152K 0.09%
2,376
-386
45
$152K 0.09%
3,497
-247
46
$131K 0.08%
2,453
-106
47
$122K 0.08%
874
48
$119K 0.07%
2,371
-1,129
49
$117K 0.07%
2,002
-153
50
$111K 0.07%
2,750
-500
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