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
$69.3M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$3.07M
3
+$2.41M
4
APO icon
Apollo Global Management
APO
+$97K
5
WRB icon
W.R. Berkley
WRB
+$30.9K

Top Sells

1
+$12.6M
2
+$12.2M
3
+$8.04M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$7.09M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$7.08M

Sector Composition

1 Financials 0.94%
2 Technology 0.62%
3 Energy 0.43%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$133K 0.19%
3,318
-7,159
27
$131K 0.19%
4,213
-212,144
28
$101K 0.15%
380
-903
29
$101K 0.15%
2,286
-160,273
30
$98K 0.14%
778
-97
31
$98K 0.14%
2,774
-7,653
32
$97K 0.14%
+2,085
33
$92K 0.13%
1,278
-2,676
34
$68K 0.1%
475
-511
35
$68K 0.1%
4,700
36
$67K 0.1%
2,296
-224,025
37
$65K 0.09%
292
38
$60K 0.09%
620
-1,300
39
$59K 0.09%
474
-1,400
40
$58K 0.08%
1,837
-10,990
41
$57K 0.08%
336
-390
42
$55K 0.08%
658
-1,230
43
$49K 0.07%
881
-2,973
44
$45K 0.06%
522
-25
45
$41K 0.06%
209
-450
46
$38K 0.05%
999
-182
47
$36K 0.05%
300
-601
48
$36K 0.05%
529
-1,636
49
$33K 0.05%
98
-451
50
$33K 0.05%
1,317
-3,042
1
2
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