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
$152M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$2.14M
3
+$1.6M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.52M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.31M

Top Sells

1
+$2.43M
2
+$1.85M
3
+$677K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$306K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$74.5K

Sector Composition

1 Financials 0.7%
2 Healthcare 0.65%
3 Technology 0.51%
4 Energy 0.46%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16K 0.01%
+266
102
$16K 0.01%
100
103
$15K 0.01%
273
104
$15K 0.01%
200
105
$14K 0.01%
160
106
$14K 0.01%
85
107
$14K 0.01%
294
108
$13K 0.01%
256
109
$12K 0.01%
395
110
$12K 0.01%
+305
111
$12K 0.01%
272
-45
112
$11K 0.01%
138
-7
113
$10K 0.01%
73
114
$10K 0.01%
299
-18
115
$10K 0.01%
322
-7
116
$10K 0.01%
+200
117
$10K 0.01%
150
118
$9K 0.01%
76
+66
119
$9K 0.01%
200
120
$9K 0.01%
35
121
$8K 0.01%
+66
122
$8K 0.01%
153
123
$8K 0.01%
154
124
$8K 0.01%
30
125
$8K 0.01%
205
3 4
5
6 7