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
$134M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.34M
3
+$538K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$449K
5
PFFD icon
Global X US Preferred ETF
PFFD
+$385K

Top Sells

1
+$1.16M
2
+$160K
3
+$48.1K
4
CHRW icon
C.H. Robinson
CHRW
+$47.5K
5
USRT icon
iShares Core US REIT ETF
USRT
+$33K

Sector Composition

1 Financials 0.71%
2 Healthcare 0.7%
3 Technology 0.54%
4 Industrials 0.51%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
31
127
$7K 0.01%
115
128
$6K ﹤0.01%
50
129
$6K ﹤0.01%
50
130
$6K ﹤0.01%
564
+152
131
$5K ﹤0.01%
100
132
$5K ﹤0.01%
72
133
$5K ﹤0.01%
75
134
$5K ﹤0.01%
125
135
$5K ﹤0.01%
350
-500
136
$5K ﹤0.01%
23
137
$4K ﹤0.01%
35
138
$4K ﹤0.01%
50
139
$3K ﹤0.01%
100
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$3K ﹤0.01%
23
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$3K ﹤0.01%
+12
142
$3K ﹤0.01%
20
143
$3K ﹤0.01%
200
144
$3K ﹤0.01%
45
145
$2K ﹤0.01%
26
146
$2K ﹤0.01%
37
147
$2K ﹤0.01%
+52
148
$2K ﹤0.01%
130
149
$2K ﹤0.01%
77
150
$2K ﹤0.01%
17
4 5
6
7 8