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
$178M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.08M
3
+$1.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.1M

Top Sells

1
+$2.13M
2
+$2M
3
+$469K
4
APA icon
APA Corp
APA
+$144K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$98.4K

Sector Composition

1 Healthcare 0.65%
2 Financials 0.63%
3 Technology 0.55%
4 Consumer Discretionary 0.42%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$396K 0.22%
830
27
$359K 0.2%
2,439
28
$264K 0.15%
3,654
29
$260K 0.15%
4,771
-305
30
$252K 0.14%
3,104
31
$247K 0.14%
825
-2
32
$227K 0.13%
+11,982
33
$225K 0.13%
3,800
+50
34
$214K 0.12%
1,828
35
$209K 0.12%
2,942
-2
36
$202K 0.11%
2,350
37
$201K 0.11%
789
38
$199K 0.11%
706
39
$191K 0.11%
558
40
$184K 0.1%
6,850
-5,350
41
$184K 0.1%
2,167
42
$177K 0.1%
2,174
43
$169K 0.09%
2,758
-171
44
$151K 0.08%
5,091
-18
45
$147K 0.08%
3,422
-75
46
$143K 0.08%
874
47
$135K 0.08%
1,992
-10
48
$133K 0.07%
2,262
-114
49
$131K 0.07%
2,750
50
$129K 0.07%
1,175
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