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
$200M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$743K
3
+$722K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$700K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$632K

Top Sells

1
+$254K
2
+$62.6K
3
+$49.9K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$48.8K
5
GE icon
GE Aerospace
GE
+$31.7K

Sector Composition

1 Financials 0.83%
2 Healthcare 0.53%
3 Technology 0.43%
4 Consumer Discretionary 0.36%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20.5K 0.01%
1,300
-1,738
102
$19.9K 0.01%
200
103
$18.9K 0.01%
250
104
$18.5K 0.01%
+120
105
$18.4K 0.01%
178
-55
106
$18K 0.01%
331
-110
107
$17.9K 0.01%
+1,028
108
$17.7K 0.01%
444
109
$17.3K 0.01%
+688
110
$17.2K 0.01%
348
-200
111
$16.8K 0.01%
150
112
$16.5K 0.01%
100
113
$15.7K 0.01%
216
114
$15.5K 0.01%
250
115
$14.4K 0.01%
325
-75
116
$13.8K 0.01%
600
-518
117
$13K 0.01%
1,236
118
$12.3K 0.01%
+1,500
119
$11.8K 0.01%
282
120
$11.8K 0.01%
150
121
$11.7K 0.01%
+81
122
$11.6K 0.01%
153
-8
123
$11.2K 0.01%
122
124
$10.9K 0.01%
222
+42
125
$10.1K 0.01%
484
+392
3 4
5
6 7