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
$134M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.34M
3
+$538K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$449K
5
PFFD icon
Global X US Preferred ETF
PFFD
+$385K

Top Sells

1
+$1.16M
2
+$160K
3
+$48.1K
4
CHRW icon
C.H. Robinson
CHRW
+$47.5K
5
USRT icon
iShares Core US REIT ETF
USRT
+$33K

Sector Composition

1 Financials 0.71%
2 Healthcare 0.7%
3 Technology 0.54%
4 Industrials 0.51%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$33K 0.02%
1,435
77
$33K 0.02%
521
-9
78
$31K 0.02%
343
79
$30K 0.02%
250
80
$29K 0.02%
121
81
$29K 0.02%
190
82
$26K 0.02%
338
83
$26K 0.02%
110
84
$24K 0.02%
125
85
$22K 0.02%
68
-43
86
$22K 0.02%
64
87
$21K 0.02%
444
88
$19K 0.01%
120
89
$19K 0.01%
200
-500
90
$18K 0.01%
89
+1
91
$17K 0.01%
294
92
$16K 0.01%
58
93
$16K 0.01%
439
+247
94
$15K 0.01%
273
+123
95
$14K 0.01%
100
96
$14K 0.01%
160
97
$14K 0.01%
85
98
$14K 0.01%
604
99
$14K 0.01%
200
100
$13K 0.01%
100
2 3
4
5 6