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
$185M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.09M
3
+$8.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$8.21M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.5M

Top Sells

1
+$13K
2
+$6K
3
+$3.11K
4
UAA icon
Under Armour
UAA
+$1.42K

Sector Composition

1 Financials 0.97%
2 Healthcare 0.64%
3 Technology 0.41%
4 Consumer Discretionary 0.38%
5 Energy 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21K 0.01%
242
+222
102
$21K 0.01%
1,789
+646
103
$21K 0.01%
1,118
+118
104
$21K 0.01%
143
+11
105
$20K 0.01%
233
+113
106
$20K 0.01%
+444
107
$20K 0.01%
+313
108
$19K 0.01%
250
109
$18K 0.01%
200
110
$18K 0.01%
+209
111
$18K 0.01%
+2,983
112
$18K 0.01%
150
113
$17K 0.01%
+400
114
$16K 0.01%
+216
115
$15K 0.01%
100
116
$15K 0.01%
+250
117
$13K 0.01%
+122
118
$13K 0.01%
+1,236
119
$12K 0.01%
+47
120
$12K 0.01%
+282
121
$12K 0.01%
25
+12
122
$12K 0.01%
150
123
$12K 0.01%
161
+8
124
$11K 0.01%
+34
125
$11K 0.01%
+800
3 4
5
6 7