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
$293M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.18M
3
+$1.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.04M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$1.03M

Top Sells

1
+$94.1K
2
+$53.8K
3
+$46.6K
4
INTC icon
Intel
INTC
+$43.2K
5
CSCO icon
Cisco
CSCO
+$35.9K

Sector Composition

1 Financials 1.37%
2 Technology 0.72%
3 Industrials 0.62%
4 Healthcare 0.61%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$516K 0.18%
1,344
27
$401K 0.14%
2,474
+887
28
$388K 0.13%
7,497
+61
29
$340K 0.12%
4,736
+15
30
$327K 0.11%
7,156
-20
31
$315K 0.11%
3,234
-115
32
$309K 0.11%
3,599
33
$304K 0.1%
706
+101
34
$299K 0.1%
4,930
+2,465
35
$297K 0.1%
1,714
-162
36
$290K 0.1%
2,472
-85
37
$281K 0.1%
1,608
-35
38
$266K 0.09%
636
+21
39
$255K 0.09%
2,618
-262
40
$244K 0.08%
1,155
+780
41
$244K 0.08%
7,895
-1,512
42
$244K 0.08%
2,178
-842
43
$234K 0.08%
1,871
-113
44
$231K 0.08%
3,706
+750
45
$225K 0.08%
795
46
$225K 0.08%
1,920
+380
47
$221K 0.08%
3,565
48
$214K 0.07%
970
49
$199K 0.07%
403
50
$189K 0.06%
3,327
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