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
$262M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$683K
3
+$632K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$616K
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$594K

Top Sells

1
+$43.7K
2
+$33.2K
3
+$32.7K
4
GE icon
GE Aerospace
GE
+$24.5K
5
MMM icon
3M
MMM
+$17.3K

Sector Composition

1 Financials 1.35%
2 Technology 0.71%
3 Healthcare 0.56%
4 Industrials 0.47%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$371K 0.14%
7,436
+688
27
$309K 0.12%
1,876
+416
28
$300K 0.11%
4,721
29
$294K 0.11%
2,557
-61
30
$290K 0.11%
9,407
-159
31
$289K 0.11%
7,176
32
$286K 0.11%
535
33
$282K 0.11%
3,599
34
$280K 0.11%
3,349
-91
35
$271K 0.1%
605
+300
36
$270K 0.1%
3,020
37
$264K 0.1%
1,643
-70
38
$234K 0.09%
1,984
-370
39
$232K 0.09%
1,587
+168
40
$230K 0.09%
615
-3
41
$224K 0.09%
2,880
+888
42
$222K 0.08%
8,552
-472
43
$213K 0.08%
795
+330
44
$178K 0.07%
+403
45
$176K 0.07%
3,565
-200
46
$174K 0.07%
3,327
47
$173K 0.07%
2,956
+281
48
$171K 0.07%
3,388
-121
49
$168K 0.06%
970
+300
50
$164K 0.06%
1,540
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