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
$185M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.09M
3
+$8.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$8.21M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.5M

Top Sells

1
+$13K
2
+$6K
3
+$3.11K
4
UAA icon
Under Armour
UAA
+$1.42K

Sector Composition

1 Financials 0.97%
2 Healthcare 0.64%
3 Technology 0.41%
4 Consumer Discretionary 0.38%
5 Energy 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$326K 0.18%
3,879
+2,601
27
$323K 0.17%
8,163
+5,389
28
$319K 0.17%
+830
29
$317K 0.17%
6,702
+4,416
30
$291K 0.16%
2,634
+293
31
$290K 0.16%
1,363
+739
32
$267K 0.14%
622
+524
33
$265K 0.14%
8,313
+6,476
34
$258K 0.14%
1,840
+1,366
35
$245K 0.13%
3,854
+2,973
36
$203K 0.11%
6,926
+4,630
37
$199K 0.11%
4,116
38
$194K 0.1%
4,077
+831
39
$187K 0.1%
1,888
+1,230
40
$174K 0.09%
967
+492
41
$164K 0.09%
1,079
+301
42
$159K 0.09%
2,462
+2,101
43
$136K 0.07%
1,826
+1,297
44
$133K 0.07%
2,085
45
$132K 0.07%
659
+450
46
$131K 0.07%
726
+390
47
$125K 0.07%
888
+588
48
$124K 0.07%
+2,750
49
$123K 0.07%
4,891
+3,574
50
$120K 0.06%
2,350
+1,800
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