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
$293M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.18M
3
+$1.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.04M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$1.03M

Top Sells

1
+$94.1K
2
+$53.8K
3
+$46.6K
4
INTC icon
Intel
INTC
+$43.2K
5
CSCO icon
Cisco
CSCO
+$35.9K

Sector Composition

1 Financials 1.37%
2 Technology 0.72%
3 Industrials 0.62%
4 Healthcare 0.61%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$85.1K 0.03%
1,353
77
$82.4K 0.03%
680
+2
78
$81.8K 0.03%
2,427
79
$81.3K 0.03%
1,970
-307
80
$81.2K 0.03%
+1,724
81
$80.4K 0.03%
285
82
$78.9K 0.03%
2,213
-155
83
$77.9K 0.03%
3,528
84
$77.9K 0.03%
1,735
+80
85
$77.1K 0.03%
87
+15
86
$76.3K 0.03%
2,920
+6
87
$74.6K 0.03%
450
88
$74.2K 0.03%
270
+37
89
$74K 0.03%
1,950
-300
90
$71.3K 0.02%
587
+87
91
$69.3K 0.02%
142
92
$68.9K 0.02%
252
+17
93
$66.6K 0.02%
950
-506
94
$64.7K 0.02%
138
+1
95
$63K 0.02%
110
+72
96
$60.4K 0.02%
662
97
$60.4K 0.02%
678
98
$60.2K 0.02%
2,737
+95
99
$59K 0.02%
262
100
$58K 0.02%
1,915
-43
2 3
4
5 6