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
$176M
AUM Growth
-$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.7M
3
+$1.35M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.13M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.08M

Top Sells

1
+$194K
2
+$91.3K
3
+$76.5K
4
PHYS icon
Sprott Physical Gold
PHYS
+$62.8K
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$58.4K

Sector Composition

1 Financials 0.78%
2 Healthcare 0.66%
3 Technology 0.47%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36K 0.02%
2,490
+1,790
77
$35K 0.02%
250
78
$34K 0.02%
813
+64
79
$32K 0.02%
121
80
$32K 0.02%
1,250
81
$31K 0.02%
+1,351
82
$31K 0.02%
1,000
+600
83
$31K 0.02%
175
84
$29K 0.02%
113
+3
85
$28K 0.02%
655
+502
86
$28K 0.02%
735
+100
87
$26K 0.01%
315
-28
88
$26K 0.01%
548
89
$26K 0.01%
181
-18
90
$25K 0.01%
232
+132
91
$25K 0.01%
600
92
$24K 0.01%
+410
93
$24K 0.01%
+2,983
94
$24K 0.01%
478
95
$23K 0.01%
578
96
$23K 0.01%
242
+34
97
$23K 0.01%
525
98
$22K 0.01%
155
99
$22K 0.01%
355
+15
100
$21K 0.01%
266
2 3
4
5 6