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
$69.3M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$3.07M
3
+$2.41M
4
APO icon
Apollo Global Management
APO
+$97K
5
WRB icon
W.R. Berkley
WRB
+$30.9K

Top Sells

1
+$12.6M
2
+$12.2M
3
+$8.04M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$7.09M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$7.08M

Sector Composition

1 Financials 0.94%
2 Technology 0.62%
3 Energy 0.43%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15K 0.02%
348
-200
77
$14K 0.02%
120
-112
78
$14K 0.02%
75
-100
79
$14K 0.02%
227
-1,548
80
$13K 0.02%
100
81
$13K 0.02%
1,143
-596
82
$13K 0.02%
490
-2,235
83
$13K 0.02%
150
84
$13K 0.02%
160
+33
85
$12K 0.02%
98
-222
86
$12K 0.02%
51
-186
87
$12K 0.02%
250
-110
88
$10K 0.01%
153
89
$9K 0.01%
1,000
90
$9K 0.01%
150
91
$8K 0.01%
1,200
-500
92
$8K 0.01%
700
93
$8K 0.01%
193
94
$8K 0.01%
196
95
$7K 0.01%
299
-2,074
96
$6K 0.01%
250
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97
$6K 0.01%
850
98
$6K 0.01%
361
-3,267
99
$6K 0.01%
340
100
$6K 0.01%
127
-1,823
2 3
4
5 6