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
$204M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$11.6M
3
+$3.47M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.46M

Top Sells

1
+$13.1M
2
+$7.41M
3
+$6.64M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.28M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.2M

Sector Composition

1 Financials 0.95%
2 Healthcare 0.53%
3 Technology 0.48%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$48.6K 0.02%
632
-352
77
$48.4K 0.02%
678
78
$48.4K 0.02%
229
79
$47.7K 0.02%
832
+1
80
$41.8K 0.02%
185
81
$41.2K 0.02%
357
82
$40.2K 0.02%
118
83
$36.7K 0.02%
222
-29
84
$36.4K 0.02%
703
+50
85
$35.6K 0.02%
1,000
+100
86
$34.5K 0.02%
313
+39
87
$34K 0.02%
121
88
$31.7K 0.02%
700
+100
89
$30.7K 0.02%
315
-107
90
$29.7K 0.01%
900
+100
91
$29.1K 0.01%
348
-53
92
$28.5K 0.01%
116
93
$27.8K 0.01%
3,000
+1,500
94
$26.6K 0.01%
1,759
95
$26.3K 0.01%
361
+1
96
$26K 0.01%
1,627
-105
97
$24.7K 0.01%
155
98
$23.2K 0.01%
178
99
$22.8K 0.01%
800
+200
100
$20.6K 0.01%
231
+1
2 3
4
5 6