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
$152M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$2.14M
3
+$1.6M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.52M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.31M

Top Sells

1
+$2.43M
2
+$1.85M
3
+$677K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$306K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$74.5K

Sector Composition

1 Financials 0.7%
2 Healthcare 0.65%
3 Technology 0.51%
4 Energy 0.46%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37K 0.02%
2,003
77
$36K 0.02%
+1,351
78
$34K 0.02%
343
79
$34K 0.02%
204
80
$31K 0.02%
180
+60
81
$31K 0.02%
68
82
$31K 0.02%
1,435
83
$30K 0.02%
110
84
$30K 0.02%
+478
85
$29K 0.02%
121
86
$29K 0.02%
250
87
$28K 0.02%
1,236
+632
88
$27K 0.02%
+525
89
$27K 0.02%
338
90
$25K 0.02%
64
91
$23K 0.02%
325
-425
92
$22K 0.01%
125
93
$22K 0.01%
378
+226
94
$22K 0.01%
1,500
+610
95
$21K 0.01%
444
96
$19K 0.01%
200
97
$18K 0.01%
+122
98
$17K 0.01%
100
99
$17K 0.01%
58
100
$17K 0.01%
439
2 3
4
5 6