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
$182M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.56M
3
+$1.37M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$988K
5
VB icon
Vanguard Small-Cap ETF
VB
+$960K

Top Sells

1
+$5.56M
2
+$5.43M
3
+$227K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$155K
5
GE icon
GE Aerospace
GE
+$133K

Sector Composition

1 Financials 0.75%
2 Healthcare 0.66%
3 Technology 0.53%
4 Consumer Discretionary 0.43%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25K 0.01%
1,700
-303
102
$24K 0.01%
266
103
$23K 0.01%
444
104
$23K 0.01%
1,236
105
$22K 0.01%
200
106
$22K 0.01%
155
+30
107
$21K 0.01%
400
+100
108
$21K 0.01%
+2,127
109
$21K 0.01%
200
110
$19K 0.01%
100
111
$18K 0.01%
+150
112
$17K 0.01%
400
113
$17K 0.01%
38
+25
114
$16K 0.01%
100
-80
115
$16K 0.01%
122
116
$16K 0.01%
+225
117
$15K 0.01%
310
118
$14K 0.01%
+250
119
$14K 0.01%
+700
120
$13K 0.01%
160
121
$13K 0.01%
282
-113
122
$13K 0.01%
+100
123
$12K 0.01%
76
124
$12K 0.01%
+153
125
$11K 0.01%
47
3 4
5
6 7