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
$262M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$683K
3
+$632K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$616K
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$594K

Top Sells

1
+$43.7K
2
+$33.2K
3
+$32.7K
4
GE icon
GE Aerospace
GE
+$24.5K
5
MMM icon
3M
MMM
+$17.3K

Sector Composition

1 Financials 1.35%
2 Technology 0.71%
3 Healthcare 0.56%
4 Industrials 0.47%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$75.9K 0.03%
375
77
$75.8K 0.03%
285
78
$75.3K 0.03%
2,250
79
$73.1K 0.03%
2,914
+9
80
$70.1K 0.03%
3,528
81
$68.3K 0.03%
2,206
82
$68.3K 0.03%
1,655
83
$68K 0.03%
142
84
$67.3K 0.03%
264
-5
85
$61.8K 0.02%
500
86
$61.2K 0.02%
72
87
$61.2K 0.02%
+233
88
$60.5K 0.02%
+235
89
$59K 0.02%
262
90
$58.6K 0.02%
+137
91
$58.2K 0.02%
1,958
-178
92
$57.4K 0.02%
562
-169
93
$56.8K 0.02%
2,000
94
$56K 0.02%
666
95
$55.6K 0.02%
662
+333
96
$55.3K 0.02%
557
+333
97
$54.6K 0.02%
678
98
$54.2K 0.02%
298
+44
99
$52.2K 0.02%
+900
100
$52.1K 0.02%
421
2 3
4
5 6