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

Top Buys

1
+$1.47M
2
+$1.16M
3
+$1.01M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$997K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$993K

Top Sells

1
+$85.6K
2
+$53K
3
+$46.5K
4
INTC icon
Intel
INTC
+$46K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$34.2K

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
501
$15 ﹤0.01%
1
502
$13 ﹤0.01%
13
503
$3 ﹤0.01%
1
-7
504
– –
-3
505
– –
0
506
– –
0
507
– –
-1,000
508
– –
-400
509
– –
-132
510
– –
0
511
– –
0
512
– –
-131
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