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
$293M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.18M
3
+$1.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.04M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$1.03M

Top Sells

1
+$94.1K
2
+$53.8K
3
+$46.6K
4
INTC icon
Intel
INTC
+$43.2K
5
CSCO icon
Cisco
CSCO
+$35.9K

Sector Composition

1 Financials 1.37%
2 Technology 0.72%
3 Industrials 0.62%
4 Healthcare 0.61%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$187K 0.06%
688
+1
52
$176K 0.06%
6,546
-2,006
53
$165K 0.06%
877
54
$156K 0.05%
3,083
-305
55
$154K 0.05%
1,935
-8
56
$148K 0.05%
1,623
+44
57
$147K 0.05%
711
58
$145K 0.05%
3,235
+312
59
$143K 0.05%
2,450
60
$142K 0.05%
1,041
+479
61
$139K 0.05%
941
+51
62
$130K 0.04%
4,000
+2,000
63
$130K 0.04%
485
64
$129K 0.04%
530
+15
65
$125K 0.04%
477
-4
66
$119K 0.04%
701
+156
67
$100K 0.03%
329
+65
68
$98.1K 0.03%
4,500
69
$97K 0.03%
1,117
+80
70
$95.1K 0.03%
1,084
-7
71
$93K 0.03%
289
+1
72
$88.4K 0.03%
980
73
$86.2K 0.03%
1,332
+666
74
$85.8K 0.03%
1,062
+420
75
$85.3K 0.03%
315
+90
1 2
3
4 5