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
$293M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.18M
3
+$1.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.04M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$1.03M

Top Sells

1
+$94.1K
2
+$53.8K
3
+$46.6K
4
INTC icon
Intel
INTC
+$43.2K
5
CSCO icon
Cisco
CSCO
+$35.9K

Sector Composition

1 Financials 1.37%
2 Technology 0.72%
3 Industrials 0.62%
4 Healthcare 0.61%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$57.5K 0.02%
344
+84
102
$56.9K 0.02%
501
+80
103
$54.4K 0.02%
584
104
$53.6K 0.02%
557
105
$53.5K 0.02%
240
+45
106
$53.2K 0.02%
136
+5
107
$53.1K 0.02%
900
108
$51.5K 0.02%
202
109
$51.3K 0.02%
450
+256
110
$50.9K 0.02%
2,127
111
$49.8K 0.02%
971
112
$49.7K 0.02%
8,500
+500
113
$48.7K 0.02%
282
+202
114
$48.3K 0.02%
2,200
+600
115
$47.6K 0.02%
871
116
$47.3K 0.02%
81
117
$46.5K 0.02%
600
+400
118
$46.2K 0.02%
750
119
$45.3K 0.02%
+1,806
120
$44.4K 0.02%
755
121
$44K 0.02%
545
+100
122
$43.6K 0.01%
1,374
123
$43.3K 0.01%
125
124
$42.4K 0.01%
701
125
$41.9K 0.01%
3,201
3 4
5
6 7