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
$185M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.09M
3
+$8.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$8.21M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.5M

Top Sells

1
+$13K
2
+$6K
3
+$3.11K
4
UAA icon
Under Armour
UAA
+$1.42K

Sector Composition

1 Financials 0.97%
2 Healthcare 0.64%
3 Technology 0.41%
4 Consumer Discretionary 0.38%
5 Energy 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$52K 0.03%
+753
77
$52K 0.03%
3,038
+1,738
78
$50K 0.03%
2,221
+1,922
79
$49K 0.03%
+830
80
$41K 0.02%
+250
81
$40K 0.02%
+121
82
$39K 0.02%
204
+106
83
$36K 0.02%
+422
84
$35K 0.02%
175
+100
85
$35K 0.02%
1,881
+810
86
$34K 0.02%
341
+41
87
$32K 0.02%
900
+100
88
$32K 0.02%
274
+273
89
$31K 0.02%
653
+120
90
$28K 0.02%
116
+86
91
$26K 0.01%
+110
92
$25K 0.01%
1,000
+750
93
$24K 0.01%
+360
94
$24K 0.01%
548
+200
95
$23K 0.01%
301
+50
96
$23K 0.01%
500
97
$22K 0.01%
155
+30
98
$22K 0.01%
410
99
$22K 0.01%
600
+100
100
$22K 0.01%
441
+191
2 3
4
5 6