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
$182M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.56M
3
+$1.37M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$988K
5
VB icon
Vanguard Small-Cap ETF
VB
+$960K

Top Sells

1
+$5.56M
2
+$5.43M
3
+$227K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$155K
5
GE icon
GE Aerospace
GE
+$133K

Sector Composition

1 Financials 0.75%
2 Healthcare 0.66%
3 Technology 0.53%
4 Consumer Discretionary 0.43%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$43K 0.02%
1,250
77
$43K 0.02%
344
+191
78
$42K 0.02%
199
79
$40K 0.02%
290
80
$40K 0.02%
+656
81
$39K 0.02%
250
82
$39K 0.02%
+11,654
83
$38K 0.02%
+2,280
84
$35K 0.02%
175
85
$35K 0.02%
749
-941
86
$35K 0.02%
343
87
$34K 0.02%
600
+275
88
$34K 0.02%
110
89
$31K 0.02%
548
+109
90
$31K 0.02%
+3,136
91
$29K 0.02%
121
92
$29K 0.02%
208
-7
93
$29K 0.02%
1,709
+174
94
$28K 0.02%
478
95
$28K 0.02%
635
+228
96
$27K 0.01%
578
+200
97
$26K 0.01%
116
-10
98
$26K 0.01%
525
99
$26K 0.01%
+479
100
$25K 0.01%
340
+2
2 3
4
5 6