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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.3M
3
+$12.6M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$10.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.13M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.81%
2 Financials 0.61%
3 Technology 0.58%
4 Industrials 0.48%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5K ﹤0.01%
+311
127
$5K ﹤0.01%
+72
128
$5K ﹤0.01%
+75
129
$5K ﹤0.01%
+125
130
$5K ﹤0.01%
+23
131
$5K ﹤0.01%
+50
132
$5K ﹤0.01%
+412
133
$4K ﹤0.01%
+227
134
$4K ﹤0.01%
+61
135
$4K ﹤0.01%
+100
136
$3K ﹤0.01%
+35
137
$3K ﹤0.01%
+344
138
$3K ﹤0.01%
+100
139
$3K ﹤0.01%
+23
140
$3K ﹤0.01%
+20
141
$3K ﹤0.01%
+17
142
$3K ﹤0.01%
+59
143
$3K ﹤0.01%
+45
144
$2K ﹤0.01%
+26
145
$2K ﹤0.01%
+37
146
$2K ﹤0.01%
+130
147
$2K ﹤0.01%
+77
148
$2K ﹤0.01%
+16
149
$2K ﹤0.01%
+26
150
$2K ﹤0.01%
+200
4 5
6
7 8