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
$161M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.39M
3
+$1.19M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$957K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$941K

Top Sells

1
+$115K
2
+$88.8K
3
+$86.8K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$56.7K
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$54.4K

Sector Composition

1 Financials 0.66%
2 Healthcare 0.58%
3 Technology 0.5%
4 Consumer Discretionary 0.4%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K ﹤0.01%
50
127
$7K ﹤0.01%
50
128
$7K ﹤0.01%
115
129
$6K ﹤0.01%
311
130
$6K ﹤0.01%
31
131
$5K ﹤0.01%
100
132
$5K ﹤0.01%
72
133
$5K ﹤0.01%
75
134
$5K ﹤0.01%
200
-2,000
135
$5K ﹤0.01%
125
136
$5K ﹤0.01%
23
137
$4K ﹤0.01%
35
138
$4K ﹤0.01%
126
-173
139
$4K ﹤0.01%
20
+13
140
$4K ﹤0.01%
+258
141
$4K ﹤0.01%
23
142
$4K ﹤0.01%
300
-50
143
$4K ﹤0.01%
13
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$4K ﹤0.01%
200
145
$3K ﹤0.01%
100
146
$3K ﹤0.01%
20
147
$3K ﹤0.01%
20
148
$3K ﹤0.01%
57
-618
149
$3K ﹤0.01%
17
150
$3K ﹤0.01%
+100
4 5
6
7 8