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
$152M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$2.14M
3
+$1.6M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.52M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.31M

Top Sells

1
+$2.43M
2
+$1.85M
3
+$677K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$306K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$74.5K

Sector Composition

1 Financials 0.7%
2 Healthcare 0.65%
3 Technology 0.51%
4 Energy 0.46%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$120K 0.08%
1,148
-365
52
$118K 0.08%
874
53
$113K 0.07%
1,273
-44
54
$104K 0.07%
1,244
55
$79K 0.05%
348
56
$79K 0.05%
1,175
57
$75K 0.05%
2,367
-1,870
58
$66K 0.04%
3,628
59
$65K 0.04%
1,950
-100
60
$64K 0.04%
269
+4
61
$59K 0.04%
931
+327
62
$58K 0.04%
753
+149
63
$57K 0.04%
2,200
64
$55K 0.04%
237
65
$49K 0.03%
226
-50
66
$48K 0.03%
250
67
$48K 0.03%
197
68
$45K 0.03%
290
+100
69
$45K 0.03%
104
70
$44K 0.03%
314
71
$41K 0.03%
759
-71
72
$39K 0.03%
689
+525
73
$38K 0.03%
675
74
$37K 0.02%
830
75
$37K 0.02%
211
1 2
3
4 5