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
$161M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.39M
3
+$1.19M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$957K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$941K

Top Sells

1
+$115K
2
+$88.8K
3
+$86.8K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$56.7K
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$54.4K

Sector Composition

1 Financials 0.66%
2 Healthcare 0.58%
3 Technology 0.5%
4 Consumer Discretionary 0.4%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$33K 0.02%
204
77
$31K 0.02%
110
78
$31K 0.02%
1,501
+66
79
$30K 0.02%
180
80
$30K 0.02%
250
81
$29K 0.02%
478
82
$27K 0.02%
525
83
$26K 0.02%
338
84
$24K 0.01%
126
-100
85
$24K 0.01%
121
86
$24K 0.01%
1,236
87
$23K 0.01%
325
88
$21K 0.01%
125
89
$21K 0.01%
378
90
$21K 0.01%
1,509
+9
91
$20K 0.01%
64
92
$18K 0.01%
+400
93
$18K 0.01%
444
94
$18K 0.01%
439
95
$17K 0.01%
100
96
$17K 0.01%
200
97
$16K 0.01%
266
98
$16K 0.01%
122
99
$15K 0.01%
273
100
$15K 0.01%
200
2 3
4
5 6