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
$176M
AUM Growth
-$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.7M
3
+$1.35M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.13M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.08M

Top Sells

1
+$194K
2
+$91.3K
3
+$76.5K
4
PHYS icon
Sprott Physical Gold
PHYS
+$62.8K
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$58.4K

Sector Composition

1 Financials 0.78%
2 Healthcare 0.66%
3 Technology 0.47%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21K 0.01%
116
102
$21K 0.01%
444
103
$20K 0.01%
200
104
$20K 0.01%
1,236
105
$19K 0.01%
1,739
+30
106
$18K 0.01%
+1,000
107
$17K 0.01%
1,700
108
$17K 0.01%
400
109
$17K 0.01%
360
+50
110
$16K 0.01%
38
111
$16K 0.01%
228
+3
112
$15K 0.01%
122
113
$14K 0.01%
100
114
$14K 0.01%
150
+50
115
$13K 0.01%
250
116
$13K 0.01%
282
117
$12K 0.01%
76
118
$12K 0.01%
160
119
$12K 0.01%
153
120
$11K 0.01%
127
+34
121
$11K 0.01%
47
122
$10K 0.01%
850
123
$10K 0.01%
193
+10
124
$10K 0.01%
+53
125
$9K 0.01%
80
+20
3 4
5
6 7