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
$262M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$683K
3
+$632K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$616K
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$594K

Top Sells

1
+$43.7K
2
+$33.2K
3
+$32.7K
4
GE icon
GE Aerospace
GE
+$24.5K
5
MMM icon
3M
MMM
+$17.3K

Sector Composition

1 Financials 1.35%
2 Technology 0.71%
3 Healthcare 0.56%
4 Industrials 0.47%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$50.5K 0.02%
2,642
+1,109
102
$50.1K 0.02%
584
103
$49.6K 0.02%
225
104
$48.9K 0.02%
971
105
$47.7K 0.02%
+260
106
$47.5K 0.02%
+2,127
107
$46.2K 0.02%
871
108
$43.6K 0.02%
131
+5
109
$43.5K 0.02%
642
110
$43.3K 0.02%
750
+200
111
$42.3K 0.02%
890
+766
112
$41.9K 0.02%
1,374
113
$41.8K 0.02%
420
114
$41.3K 0.02%
125
115
$41.1K 0.02%
195
+171
116
$41.1K 0.02%
740
117
$40.8K 0.02%
701
118
$40.7K 0.02%
755
-81
119
$39.5K 0.02%
+3,201
120
$38.5K 0.01%
1,000
121
$38.1K 0.01%
287
+278
122
$37.8K 0.01%
544
-36
123
$37.8K 0.01%
81
124
$37.3K 0.01%
313
125
$36.4K 0.01%
800
3 4
5
6 7