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
$178M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.08M
3
+$1.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.1M

Top Sells

1
+$2.13M
2
+$2M
3
+$469K
4
APA icon
APA Corp
APA
+$144K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$98.4K

Sector Composition

1 Healthcare 0.65%
2 Financials 0.63%
3 Technology 0.55%
4 Consumer Discretionary 0.42%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$39K 0.02%
830
77
$39K 0.02%
1,351
78
$37K 0.02%
343
79
$37K 0.02%
110
80
$33K 0.02%
250
81
$33K 0.02%
215
+4
82
$33K 0.02%
2,003
83
$32K 0.02%
1,535
+26
84
$30K 0.02%
180
85
$29K 0.02%
478
86
$28K 0.02%
121
87
$28K 0.02%
+173
88
$28K 0.02%
1,501
89
$27K 0.02%
338
90
$26K 0.01%
126
91
$26K 0.01%
525
92
$26K 0.01%
+1,068
93
$25K 0.01%
1,236
94
$23K 0.01%
153
+68
95
$23K 0.01%
+1,136
96
$22K 0.01%
200
97
$22K 0.01%
125
98
$22K 0.01%
325
99
$22K 0.01%
444
100
$21K 0.01%
+407
2 3
4
5 6