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
$134M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.34M
3
+$538K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$449K
5
PFFD icon
Global X US Preferred ETF
PFFD
+$385K

Top Sells

1
+$1.16M
2
+$160K
3
+$48.1K
4
CHRW icon
C.H. Robinson
CHRW
+$47.5K
5
USRT icon
iShares Core US REIT ETF
USRT
+$33K

Sector Composition

1 Financials 0.71%
2 Healthcare 0.7%
3 Technology 0.54%
4 Industrials 0.51%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13K 0.01%
317
-526
102
$12K 0.01%
395
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$12K 0.01%
256
104
$11K 0.01%
890
+546
105
$11K 0.01%
145
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$11K 0.01%
30
107
$10K 0.01%
329
-295
108
$10K 0.01%
150
109
$10K 0.01%
164
+66
110
$9K 0.01%
+73
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$9K 0.01%
317
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112
$9K 0.01%
200
113
$8K 0.01%
152
-260
114
$8K 0.01%
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$8K 0.01%
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118
$8K 0.01%
35
119
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120
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$7K 0.01%
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$7K 0.01%
30
123
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+19
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$7K 0.01%
183
125
$7K 0.01%
260
3 4
5
6 7