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
$200M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$743K
3
+$722K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$700K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$632K

Top Sells

1
+$254K
2
+$62.6K
3
+$49.9K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$48.8K
5
GE icon
GE Aerospace
GE
+$31.7K

Sector Composition

1 Financials 0.83%
2 Healthcare 0.53%
3 Technology 0.43%
4 Consumer Discretionary 0.36%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$99.6K 0.05%
1,455
52
$97.4K 0.05%
2,868
-26
53
$96.5K 0.05%
1,264
-415
54
$96.3K 0.05%
300
55
$96K 0.05%
1,758
+290
56
$92.4K 0.05%
1,244
57
$91.3K 0.05%
2,250
-100
58
$90K 0.05%
2,756
59
$88.5K 0.04%
1,175
60
$87.4K 0.04%
1,147
+97
61
$87.3K 0.04%
980
62
$86.6K 0.04%
1,746
63
$82K 0.04%
4,500
64
$72.6K 0.04%
984
+3
65
$69.6K 0.03%
1,789
+400
66
$68K 0.03%
285
-7
67
$67.9K 0.03%
1,348
-14
68
$66.1K 0.03%
1,206
-275
69
$64.8K 0.03%
653
+33
70
$63.5K 0.03%
3,628
71
$62.9K 0.03%
225
-12
72
$59.3K 0.03%
455
73
$51.8K 0.03%
2,193
-28
74
$50.2K 0.03%
831
+1
75
$48.7K 0.02%
678
-75
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3
4 5