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
$69.3M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$3.07M
3
+$2.41M
4
APO icon
Apollo Global Management
APO
+$97K
5
WRB icon
W.R. Berkley
WRB
+$30.9K

Top Sells

1
+$12.6M
2
+$12.2M
3
+$8.04M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$7.09M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$7.08M

Sector Composition

1 Financials 0.94%
2 Technology 0.62%
3 Energy 0.43%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6K 0.01%
212
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$5K 0.01%
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$5K 0.01%
30
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$4K 0.01%
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-426
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$4K 0.01%
23
106
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108
$3K ﹤0.01%
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109
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60
-100
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$2K ﹤0.01%
290
+100
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$2K ﹤0.01%
100
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$2K ﹤0.01%
109
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$1K ﹤0.01%
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10
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$1K ﹤0.01%
5
-350
122
$1K ﹤0.01%
9
-3
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$1K ﹤0.01%
20
124
$1K ﹤0.01%
13
125
$1K ﹤0.01%
25
3 4
5
6 7