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
$178M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.08M
3
+$1.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.1M

Top Sells

1
+$2.13M
2
+$2M
3
+$469K
4
APA icon
APA Corp
APA
+$144K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$98.4K

Sector Composition

1 Healthcare 0.65%
2 Financials 0.63%
3 Technology 0.55%
4 Consumer Discretionary 0.42%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20K 0.01%
439
102
$19K 0.01%
378
103
$18K 0.01%
266
104
$18K 0.01%
122
105
$17K 0.01%
273
106
$17K 0.01%
64
107
$16K 0.01%
100
108
$16K 0.01%
395
109
$16K 0.01%
200
110
$15K 0.01%
400
111
$14K 0.01%
160
112
$14K 0.01%
300
+100
113
$14K 0.01%
256
114
$14K 0.01%
+310
115
$11K 0.01%
+47
116
$11K 0.01%
183
117
$11K 0.01%
150
118
$10K 0.01%
76
119
$10K 0.01%
153
120
$10K 0.01%
+24
121
$10K 0.01%
232
-25
122
$9K 0.01%
66
123
$9K 0.01%
30
124
$9K 0.01%
35
125
$9K 0.01%
180
3 4
5
6 7