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
$182M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.56M
3
+$1.37M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$988K
5
VB icon
Vanguard Small-Cap ETF
VB
+$960K

Top Sells

1
+$5.56M
2
+$5.43M
3
+$227K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$155K
5
GE icon
GE Aerospace
GE
+$133K

Sector Composition

1 Financials 0.75%
2 Healthcare 0.66%
3 Technology 0.53%
4 Consumer Discretionary 0.43%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$392K 0.22%
1,363
-211
27
$377K 0.21%
830
28
$291K 0.16%
825
29
$277K 0.15%
1,874
-565
30
$276K 0.15%
3,754
+100
31
$268K 0.15%
5,149
+378
32
$239K 0.13%
3,850
+50
33
$232K 0.13%
558
34
$207K 0.11%
2,508
-250
35
$206K 0.11%
2,934
-8
36
$203K 0.11%
4,900
-1,950
37
$186K 0.1%
2,043
+215
38
$182K 0.1%
2,350
39
$181K 0.1%
2,167
40
$164K 0.09%
659
-47
41
$162K 0.09%
726
-63
42
$161K 0.09%
2,174
43
$160K 0.09%
981
-50
44
$140K 0.08%
5,024
-67
45
$133K 0.07%
3,421
-1
46
$131K 0.07%
2,650
+197
47
$131K 0.07%
857
-17
48
$128K 0.07%
2,750
49
$128K 0.07%
1,973
-19
50
$126K 0.07%
1,244
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