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
$152M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$2.14M
3
+$1.6M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.52M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.31M

Top Sells

1
+$2.43M
2
+$1.85M
3
+$677K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$306K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$74.5K

Sector Composition

1 Financials 0.7%
2 Healthcare 0.65%
3 Technology 0.51%
4 Energy 0.46%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8K 0.01%
180
127
$8K 0.01%
115
128
$8K 0.01%
200
129
$8K 0.01%
30
130
$8K 0.01%
205
131
$7K ﹤0.01%
311
132
$7K ﹤0.01%
50
133
$7K ﹤0.01%
19
134
$7K ﹤0.01%
183
135
$7K ﹤0.01%
31
136
$6K ﹤0.01%
50
137
$6K ﹤0.01%
+13
138
$6K ﹤0.01%
50
139
$5K ﹤0.01%
100
140
$5K ﹤0.01%
72
141
$5K ﹤0.01%
75
142
$5K ﹤0.01%
125
143
$5K ﹤0.01%
23
144
$5K ﹤0.01%
350
145
$4K ﹤0.01%
35
146
$4K ﹤0.01%
23
147
$4K ﹤0.01%
200
148
$3K ﹤0.01%
52
149
$3K ﹤0.01%
100
150
$3K ﹤0.01%
+20
4 5
6
7 8