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
$262M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$683K
3
+$632K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$616K
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$594K

Top Sells

1
+$43.7K
2
+$33.2K
3
+$32.7K
4
GE icon
GE Aerospace
GE
+$24.5K
5
MMM icon
3M
MMM
+$17.3K

Sector Composition

1 Financials 1.35%
2 Technology 0.71%
3 Healthcare 0.56%
4 Industrials 0.47%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$159K 0.06%
687
+587
52
$152K 0.06%
711
+426
53
$142K 0.05%
1,943
54
$139K 0.05%
877
-154
55
$139K 0.05%
890
56
$132K 0.05%
2,450
57
$129K 0.05%
+1,579
58
$125K 0.05%
2,465
59
$121K 0.05%
485
+40
60
$118K 0.05%
515
61
$111K 0.04%
2,923
+2,568
62
$96.6K 0.04%
1,456
-22
63
$95.2K 0.04%
481
64
$91.7K 0.04%
1,091
65
$89.9K 0.03%
288
+246
66
$89.8K 0.03%
545
+412
67
$86.8K 0.03%
4,500
68
$85.8K 0.03%
2,277
-72
69
$82.2K 0.03%
980
70
$82K 0.03%
450
+266
71
$81.2K 0.03%
1,037
72
$80.3K 0.03%
2,368
73
$79.9K 0.03%
1,353
74
$79.5K 0.03%
678
+652
75
$79K 0.03%
2,427
-54
1 2
3
4 5