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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.3M
3
+$12.6M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$10.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.13M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.81%
2 Financials 0.61%
3 Technology 0.58%
4 Industrials 0.48%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11K 0.01%
+256
102
$11K 0.01%
+604
103
$10K 0.01%
+150
104
$10K 0.01%
+200
105
$10K 0.01%
+30
106
$9K 0.01%
+180
107
$8K 0.01%
+335
108
$8K 0.01%
+200
109
$8K 0.01%
+154
110
$8K 0.01%
+150
111
$8K 0.01%
+850
112
$8K 0.01%
+205
113
$8K 0.01%
+35
114
$7K 0.01%
+153
115
$7K 0.01%
+30
116
$7K 0.01%
+183
117
$7K 0.01%
+200
118
$6K ﹤0.01%
+192
119
$6K ﹤0.01%
+28
120
$6K ﹤0.01%
+50
121
$6K ﹤0.01%
+260
122
$6K ﹤0.01%
+31
123
$6K ﹤0.01%
+98
124
$6K ﹤0.01%
+50
125
$6K ﹤0.01%
+115
3 4
5
6 7