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
$182M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.56M
3
+$1.37M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$988K
5
VB icon
Vanguard Small-Cap ETF
VB
+$960K

Top Sells

1
+$5.56M
2
+$5.43M
3
+$227K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$155K
5
GE icon
GE Aerospace
GE
+$133K

Sector Composition

1 Financials 0.75%
2 Healthcare 0.66%
3 Technology 0.53%
4 Consumer Discretionary 0.43%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$125K 0.07%
348
52
$118K 0.06%
2,371
53
$116K 0.06%
980
54
$115K 0.06%
888
+7
55
$105K 0.06%
3,854
+3,754
56
$104K 0.06%
+995
57
$99K 0.05%
1,181
58
$90K 0.05%
7,951
+7,651
59
$89K 0.05%
+4,500
60
$88K 0.05%
1,125
-1,979
61
$84K 0.05%
1,313
62
$79K 0.04%
1,175
63
$78K 0.04%
+5,084
64
$74K 0.04%
292
+257
65
$69K 0.04%
3,628
66
$64K 0.04%
2,316
-1
67
$60K 0.03%
1,169
+181
68
$58K 0.03%
235
+20
69
$57K 0.03%
296
+15
70
$56K 0.03%
124
+20
71
$55K 0.03%
1,800
72
$51K 0.03%
285
+20
73
$48K 0.03%
830
74
$45K 0.02%
547
+441
75
$44K 0.02%
2,472
+971
1 2
3
4 5