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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.3M
3
+$12.6M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$10.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.13M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.81%
2 Financials 0.61%
3 Technology 0.58%
4 Industrials 0.48%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$30K 0.02%
+343
77
$30K 0.02%
+191
78
$30K 0.02%
+843
79
$26K 0.02%
+1,750
80
$26K 0.02%
+675
81
$25K 0.02%
+121
82
$25K 0.02%
+125
83
$25K 0.02%
+338
84
$24K 0.02%
+250
85
$24K 0.02%
+190
86
$24K 0.02%
+110
87
$22K 0.02%
+412
88
$22K 0.02%
+64
89
$21K 0.02%
+444
90
$20K 0.02%
+120
91
$20K 0.02%
+505
92
$19K 0.02%
+624
93
$17K 0.01%
+88
94
$16K 0.01%
+294
95
$15K 0.01%
+160
96
$15K 0.01%
+58
97
$13K 0.01%
+100
98
$12K 0.01%
+100
99
$12K 0.01%
+395
100
$12K 0.01%
+85
2 3
4
5 6