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
$161M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.39M
3
+$1.19M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$957K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$941K

Top Sells

1
+$115K
2
+$88.8K
3
+$86.8K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$56.7K
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$54.4K

Sector Composition

1 Financials 0.66%
2 Healthcare 0.58%
3 Technology 0.5%
4 Consumer Discretionary 0.4%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14K 0.01%
160
102
$14K 0.01%
395
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$13K 0.01%
58
104
$13K 0.01%
256
105
$12K 0.01%
85
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100
107
$11K 0.01%
257
-15
108
$10K 0.01%
294
109
$10K 0.01%
+250
110
$10K 0.01%
310
-12
111
$10K 0.01%
138
112
$10K 0.01%
150
113
$9K 0.01%
200
114
$9K 0.01%
35
115
$9K 0.01%
200
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$8K 0.01%
76
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$8K 0.01%
66
118
$8K 0.01%
73
119
$8K 0.01%
153
120
$8K 0.01%
200
121
$8K 0.01%
30
122
$8K 0.01%
183
123
$8K 0.01%
180
124
$7K ﹤0.01%
19
125
$7K ﹤0.01%
151
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3 4
5
6 7