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
$204M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$11.6M
3
+$3.47M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.46M

Top Sells

1
+$13.1M
2
+$7.41M
3
+$6.64M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.28M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.2M

Sector Composition

1 Financials 0.95%
2 Healthcare 0.53%
3 Technology 0.48%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$448K 0.22%
1,313
27
$370K 0.18%
830
28
$329K 0.16%
1,163
29
$279K 0.14%
2,602
-32
30
$275K 0.14%
3,629
-250
31
$267K 0.13%
7,197
-962
32
$244K 0.12%
4,054
33
$231K 0.11%
570
-38
34
$208K 0.1%
4,222
-369
35
$201K 0.1%
2,885
+2,856
36
$198K 0.1%
1,390
-482
37
$171K 0.08%
4,972
-5,384
38
$166K 0.08%
1,678
39
$163K 0.08%
4,116
40
$150K 0.07%
988
-98
41
$146K 0.07%
2,682
-3,746
42
$143K 0.07%
2,074
-388
43
$130K 0.06%
1,692
44
$127K 0.06%
484
45
$125K 0.06%
795
+9
46
$124K 0.06%
2,795
47
$122K 0.06%
3,808
-4,175
48
$111K 0.05%
300
49
$107K 0.05%
800
50
$107K 0.05%
520
-206
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