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
$204M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$11.6M
3
+$3.47M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.46M

Top Sells

1
+$13.1M
2
+$7.41M
3
+$6.64M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.28M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.2M

Sector Composition

1 Financials 0.95%
2 Healthcare 0.53%
3 Technology 0.48%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20.3K 0.01%
410
102
$20.1K 0.01%
1,000
103
$19K 0.01%
1,135
+585
104
$18.9K 0.01%
200
-50
105
$18.9K 0.01%
200
106
$18.9K 0.01%
143
107
$17.4K 0.01%
1,300
108
$17.4K 0.01%
100
109
$17.3K 0.01%
150
110
$16.4K 0.01%
348
111
$16.1K 0.01%
216
112
$15.8K 0.01%
250
113
$15.6K 0.01%
250
-81
114
$14.6K 0.01%
600
115
$14.5K 0.01%
325
116
$12.7K 0.01%
150
117
$11.7K 0.01%
503
-1,690
118
$11.6K 0.01%
222
119
$11.5K 0.01%
282
120
$11.4K 0.01%
95
121
$10.4K 0.01%
202
-1,146
122
$10.4K 0.01%
100
123
$10.2K 0.01%
1,236
124
$10.1K 0.01%
153
125
$9.71K ﹤0.01%
122
3 4
5
6 7