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
$69.3M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$3.07M
3
+$2.41M
4
APO icon
Apollo Global Management
APO
+$97K
5
WRB icon
W.R. Berkley
WRB
+$30.9K

Top Sells

1
+$12.6M
2
+$12.2M
3
+$8.04M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$7.09M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$7.08M

Sector Composition

1 Financials 0.94%
2 Technology 0.62%
3 Energy 0.43%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32K 0.05%
825
-854
52
$32K 0.05%
120
-228
53
$30K 0.04%
550
-1,800
54
$28K 0.04%
300
-68
55
$25K 0.04%
1,000
56
$24K 0.03%
+800
57
$23K 0.03%
410
58
$23K 0.03%
141
-130
59
$23K 0.03%
471
-1,275
60
$22K 0.03%
250
-730
61
$21K 0.03%
533
-122
62
$21K 0.03%
361
-2,570
63
$21K 0.03%
614
-2,781
64
$20K 0.03%
251
+250
65
$20K 0.03%
500
+100
66
$20K 0.03%
132
-49
67
$20K 0.03%
275
-750
68
$19K 0.03%
200
69
$19K 0.03%
276
-905
70
$17K 0.02%
250
71
$17K 0.02%
1,300
-1,190
72
$16K 0.02%
125
-30
73
$16K 0.02%
1,071
-807
74
$16K 0.02%
500
-235
75
$15K 0.02%
350
-1,116
1 2
3
4 5