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
$161M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.39M
3
+$1.19M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$957K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$941K

Top Sells

1
+$115K
2
+$88.8K
3
+$86.8K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$56.7K
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$54.4K

Sector Composition

1 Financials 0.66%
2 Healthcare 0.58%
3 Technology 0.5%
4 Consumer Discretionary 0.4%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$106K 0.07%
1,244
52
$103K 0.06%
1,181
-92
53
$98K 0.06%
980
-200
54
$90K 0.06%
348
55
$86K 0.05%
848
-300
56
$84K 0.05%
1,175
57
$83K 0.05%
628
+314
58
$73K 0.05%
2,317
-50
59
$61K 0.04%
3,628
60
$59K 0.04%
269
61
$57K 0.04%
237
62
$54K 0.03%
931
63
$51K 0.03%
753
64
$47K 0.03%
290
65
$46K 0.03%
199
+2
66
$45K 0.03%
104
67
$42K 0.03%
1,250
-700
68
$37K 0.02%
749
-10
69
$37K 0.02%
689
70
$36K 0.02%
211
71
$36K 0.02%
175
-75
72
$36K 0.02%
1,351
73
$35K 0.02%
830
74
$34K 0.02%
343
75
$34K 0.02%
2,003
1 2
3
4 5