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
$200M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$743K
3
+$722K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$700K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$632K

Top Sells

1
+$254K
2
+$62.6K
3
+$49.9K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$48.8K
5
GE icon
GE Aerospace
GE
+$31.7K

Sector Composition

1 Financials 0.83%
2 Healthcare 0.53%
3 Technology 0.43%
4 Consumer Discretionary 0.36%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$341K 0.17%
830
27
$324K 0.16%
6,428
-274
28
$310K 0.15%
8,159
-4
29
$290K 0.14%
1,163
-200
30
$289K 0.14%
2,634
31
$288K 0.14%
3,879
32
$259K 0.13%
7,983
-330
33
$259K 0.13%
1,872
+32
34
$251K 0.13%
4,054
+200
35
$251K 0.13%
608
-14
36
$225K 0.11%
4,591
+514
37
$175K 0.09%
1,678
-210
38
$171K 0.09%
4,116
39
$163K 0.08%
2,462
40
$161K 0.08%
1,086
+7
41
$156K 0.08%
5,279
-1,647
42
$143K 0.07%
1,883
+57
43
$143K 0.07%
659
44
$141K 0.07%
726
45
$131K 0.07%
2,795
+45
46
$128K 0.06%
786
-181
47
$127K 0.06%
4,926
+35
48
$107K 0.05%
1,692
-393
49
$105K 0.05%
800
-88
50
$100K 0.05%
484
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