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
$185M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.09M
3
+$8.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$8.21M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.5M

Top Sells

1
+$13K
2
+$6K
3
+$3.11K
4
UAA icon
Under Armour
UAA
+$1.42K

Sector Composition

1 Financials 0.97%
2 Healthcare 0.64%
3 Technology 0.41%
4 Consumer Discretionary 0.38%
5 Energy 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$116K 0.06%
+1,244
52
$95K 0.05%
1,455
+1,228
53
$95K 0.05%
2,894
+2,280
54
$89K 0.05%
980
+730
55
$88K 0.05%
1,679
+854
56
$86K 0.05%
1,746
+1,275
57
$80K 0.04%
+1,468
58
$80K 0.04%
+300
59
$79K 0.04%
1,050
+775
60
$77K 0.04%
+2,045
61
$75K 0.04%
1,481
+1,131
62
$73K 0.04%
2,756
+2,266
63
$72K 0.04%
292
64
$71K 0.04%
981
+705
65
$70K 0.04%
4,500
-200
66
$67K 0.04%
1,362
+1,235
67
$66K 0.04%
3,628
+3,267
68
$66K 0.04%
+1,175
69
$62K 0.03%
237
+186
70
$61K 0.03%
455
+450
71
$61K 0.03%
547
+25
72
$60K 0.03%
620
73
$60K 0.03%
484
+364
74
$55K 0.03%
1,389
+390
75
$53K 0.03%
300
+159
1 2
3
4 5