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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.3M
3
+$12.6M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$10.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.13M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.81%
2 Financials 0.61%
3 Technology 0.58%
4 Industrials 0.48%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$102K 0.08%
+2,486
52
$96K 0.08%
+1,475
53
$91K 0.07%
+3,250
54
$90K 0.07%
+1,180
55
$85K 0.07%
+1,244
56
$81K 0.06%
+345
57
$77K 0.06%
+2,550
58
$66K 0.05%
+700
59
$54K 0.04%
+2,200
60
$50K 0.04%
+232
61
$50K 0.04%
+276
62
$50K 0.04%
+3,628
63
$48K 0.04%
+1,623
64
$41K 0.03%
+822
65
$40K 0.03%
+250
66
$39K 0.03%
+104
67
$38K 0.03%
+211
68
$38K 0.03%
+679
69
$38K 0.03%
+750
70
$38K 0.03%
+314
71
$37K 0.03%
+111
72
$35K 0.03%
+196
73
$32K 0.03%
+830
74
$32K 0.03%
+530
75
$31K 0.02%
+1,435
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3
4 5