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
$200M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$743K
3
+$722K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$700K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$632K

Top Sells

1
+$254K
2
+$62.6K
3
+$49.9K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$48.8K
5
GE icon
GE Aerospace
GE
+$31.7K

Sector Composition

1 Financials 0.83%
2 Healthcare 0.53%
3 Technology 0.43%
4 Consumer Discretionary 0.36%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$48.6K 0.02%
229
+25
77
$48.5K 0.02%
601
+300
78
$41.9K 0.02%
262
+12
79
$38.9K 0.02%
251
-49
80
$38.2K 0.02%
422
81
$38K 0.02%
357
-190
82
$37K 0.02%
185
+10
83
$35.3K 0.02%
401
+60
84
$34.1K 0.02%
653
85
$34K 0.02%
118
+8
86
$33.6K 0.02%
274
87
$33.4K 0.02%
1,732
-149
88
$32K 0.02%
900
89
$30.9K 0.02%
121
90
$28.8K 0.01%
+800
91
$26.8K 0.01%
600
+100
92
$26.5K 0.01%
116
93
$25.9K 0.01%
360
94
$24.5K 0.01%
155
95
$23.7K 0.01%
143
96
$23K 0.01%
230
-12
97
$22.2K 0.01%
1,759
-30
98
$22K 0.01%
1,000
99
$21.1K 0.01%
410
100
$20.7K 0.01%
600
2 3
4
5 6