IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Fund
S&P 500
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
+$680K
3
+$627K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$620K
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$591K

Top Sells

1
+$42K
2
+$33K
3
+$32.8K
4
GE icon
GE Aerospace
GE
+$24.6K
5
MMM icon
3M
MMM
+$16.5K

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
476
$35 ﹤0.01%
4
477
– –
-1
478
$29 ﹤0.01%
+13
479
$28 ﹤0.01%
1
480
$27 ﹤0.01%
8
481
$21 ﹤0.01%
5
482
– –
-1
483
$15 ﹤0.01%
1
484
– –
0
485
– –
0
486
– –
-200
487
– –
-100
488
– –
-25
489
– –
-700
490
– –
-1
491
– –
-4
492
– –
-100
493
– –
-250
494
– –
-10
16 17 18 19
20