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
$176M
AUM Growth
-$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.7M
3
+$1.35M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.13M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.08M

Top Sells

1
+$194K
2
+$91.3K
3
+$76.5K
4
PHYS icon
Sprott Physical Gold
PHYS
+$62.8K
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$58.4K

Sector Composition

1 Financials 0.78%
2 Healthcare 0.66%
3 Technology 0.47%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$104K 0.06%
1,950
-23
52
$102K 0.06%
2,725
+75
53
$94K 0.05%
980
54
$86K 0.05%
1,746
-625
55
$83K 0.05%
1,181
56
$78K 0.04%
348
57
$78K 0.04%
1,025
-100
58
$77K 0.04%
4,700
+200
59
$76K 0.04%
1,466
+153
60
$69K 0.04%
292
61
$67K 0.04%
+1,679
62
$61K 0.03%
3,628
63
$60K 0.03%
1,181
+12
64
$59K 0.03%
237
+2
65
$59K 0.03%
1,175
66
$57K 0.03%
2,373
+57
67
$50K 0.03%
547
68
$48K 0.03%
271
-14
69
$47K 0.03%
124
70
$45K 0.03%
830
71
$44K 0.03%
320
+24
72
$42K 0.02%
753
73
$40K 0.02%
355
+65
74
$40K 0.02%
368
+24
75
$39K 0.02%
1,878
-594
1 2
3
4 5