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
$134M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.34M
3
+$538K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$449K
5
PFFD icon
Global X US Preferred ETF
PFFD
+$385K

Top Sells

1
+$1.16M
2
+$160K
3
+$48.1K
4
CHRW icon
C.H. Robinson
CHRW
+$47.5K
5
USRT icon
iShares Core US REIT ETF
USRT
+$33K

Sector Composition

1 Financials 0.71%
2 Healthcare 0.7%
3 Technology 0.54%
4 Industrials 0.51%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$115K 0.09%
3,250
52
$113K 0.08%
1,317
-26
53
$105K 0.08%
1,180
54
$94K 0.07%
1,244
55
$77K 0.06%
348
+3
56
$72K 0.05%
1,175
-300
57
$68K 0.05%
265
+33
58
$65K 0.05%
2,050
-500
59
$64K 0.05%
276
60
$60K 0.04%
3,628
61
$55K 0.04%
2,200
62
$53K 0.04%
237
+209
63
$48K 0.04%
250
64
$47K 0.04%
604
-75
65
$46K 0.03%
750
66
$43K 0.03%
830
+8
67
$41K 0.03%
104
68
$40K 0.03%
314
69
$39K 0.03%
830
70
$39K 0.03%
211
71
$39K 0.03%
604
-75
72
$39K 0.03%
2,003
+253
73
$39K 0.03%
197
+1
74
$34K 0.03%
204
+13
75
$34K 0.03%
675
1 2
3
4 5