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
$178M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.08M
3
+$1.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.1M

Top Sells

1
+$2.13M
2
+$2M
3
+$469K
4
APA icon
APA Corp
APA
+$144K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$98.4K

Sector Composition

1 Healthcare 0.65%
2 Financials 0.63%
3 Technology 0.55%
4 Consumer Discretionary 0.42%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$128K 0.07%
1,244
52
$126K 0.07%
2,453
53
$123K 0.07%
348
54
$121K 0.07%
1,031
+183
55
$118K 0.07%
881
+253
56
$118K 0.07%
2,371
57
$110K 0.06%
1,181
58
$106K 0.06%
980
59
$84K 0.05%
1,690
+941
60
$74K 0.04%
1,313
+382
61
$73K 0.04%
2,317
62
$61K 0.03%
753
63
$60K 0.03%
+2,238
64
$58K 0.03%
3,628
65
$58K 0.03%
215
-22
66
$58K 0.03%
+2,276
67
$57K 0.03%
281
+12
68
$51K 0.03%
988
+299
69
$49K 0.03%
104
70
$46K 0.03%
290
71
$46K 0.03%
199
72
$45K 0.03%
1,250
73
$45K 0.03%
265
+61
74
$45K 0.03%
175
75
$41K 0.02%
1,331
+1,021
1 2
3
4 5