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
$176M
AUM Growth
-$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.7M
3
+$1.35M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.13M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.08M

Top Sells

1
+$194K
2
+$91.3K
3
+$76.5K
4
PHYS icon
Sprott Physical Gold
PHYS
+$62.8K
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$58.4K

Sector Composition

1 Financials 0.78%
2 Healthcare 0.66%
3 Technology 0.47%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$350K 0.2%
1,283
+458
27
$317K 0.18%
837
+7
28
$304K 0.17%
1,363
29
$264K 0.15%
3,954
+200
30
$256K 0.15%
5,149
31
$247K 0.14%
1,874
32
$242K 0.14%
3,854
+4
33
$217K 0.12%
2,534
+26
34
$195K 0.11%
1,920
+925
35
$177K 0.1%
2,931
-3
36
$165K 0.09%
549
-9
37
$157K 0.09%
2,165
-2
38
$155K 0.09%
+3,398
39
$151K 0.09%
2,350
40
$144K 0.08%
1,888
-155
41
$143K 0.08%
986
+5
42
$130K 0.07%
659
43
$127K 0.07%
901
+13
44
$127K 0.07%
726
45
$126K 0.07%
875
+18
46
$122K 0.07%
3,395
-26
47
$116K 0.07%
1,248
+4
48
$115K 0.07%
4,359
-665
49
$108K 0.06%
1,775
-399
50
$107K 0.06%
2,750
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