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
476
$247 ﹤0.01%
7
477
$243 ﹤0.01%
5
478
$214 ﹤0.01%
13
479
$208 ﹤0.01%
8
480
$205 ﹤0.01%
12
481
$204 ﹤0.01%
100
482
$191 ﹤0.01%
1
483
$182 ﹤0.01%
4
484
$150 ﹤0.01%
3
485
$146 ﹤0.01%
32
486
$118 ﹤0.01%
20
487
$107 ﹤0.01%
5
488
$102 ﹤0.01%
2
489
$86 ﹤0.01%
+50
490
$80 ﹤0.01%
3
491
$71 ﹤0.01%
1
492
$57 ﹤0.01%
+6
493
$45 ﹤0.01%
1
494
$45 ﹤0.01%
1
495
$41 ﹤0.01%
2
496
$37 ﹤0.01%
4
497
$33 ﹤0.01%
5
498
$30 ﹤0.01%
1
499
$26 ﹤0.01%
12
500
$19 ﹤0.01%
14
-1
17 18 19
20
21