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
$204M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$11.6M
3
+$3.47M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.46M

Top Sells

1
+$13.1M
2
+$7.41M
3
+$6.64M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.28M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.2M

Sector Composition

1 Financials 0.95%
2 Healthcare 0.53%
3 Technology 0.48%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$107K 0.05%
1,218
-46
52
$103K 0.05%
2,250
53
$93.3K 0.05%
406
-253
54
$92.2K 0.05%
2,756
55
$88.5K 0.04%
980
56
$86K 0.04%
1,244
57
$86K 0.04%
2,569
-299
58
$84.4K 0.04%
1,094
-789
59
$83.2K 0.04%
1,161
-294
60
$80.3K 0.04%
3,166
-1,760
61
$79.4K 0.04%
1,050
-97
62
$78.9K 0.04%
2,680
-2,599
63
$76.9K 0.04%
1,175
64
$74.9K 0.04%
1,406
+200
65
$69.8K 0.03%
285
66
$67.1K 0.03%
225
67
$66.2K 0.03%
455
68
$64.9K 0.03%
4,500
69
$64.4K 0.03%
1,296
-450
70
$62.8K 0.03%
1,688
-101
71
$62.5K 0.03%
3,628
72
$60.5K 0.03%
620
-33
73
$57.1K 0.03%
1,420
+976
74
$52.9K 0.03%
601
75
$50.4K 0.02%
262
1 2
3
4 5