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
$178M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.08M
3
+$1.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.1M

Top Sells

1
+$2.13M
2
+$2M
3
+$469K
4
APA icon
APA Corp
APA
+$144K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$98.4K

Sector Composition

1 Healthcare 0.65%
2 Financials 0.63%
3 Technology 0.55%
4 Consumer Discretionary 0.42%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9K 0.01%
200
127
$8K ﹤0.01%
206
+6
128
$8K ﹤0.01%
106
-32
129
$8K ﹤0.01%
+315
130
$8K ﹤0.01%
31
131
$8K ﹤0.01%
50
132
$7K ﹤0.01%
73
133
$7K ﹤0.01%
100
134
$7K ﹤0.01%
50
135
$7K ﹤0.01%
136
-15
136
$6K ﹤0.01%
311
137
$6K ﹤0.01%
200
138
$5K ﹤0.01%
20
-38
139
$5K ﹤0.01%
23
+3
140
$5K ﹤0.01%
100
141
$5K ﹤0.01%
72
142
$5K ﹤0.01%
75
143
$5K ﹤0.01%
+237
144
$5K ﹤0.01%
125
145
$5K ﹤0.01%
23
146
$5K ﹤0.01%
12
+10
147
$5K ﹤0.01%
13
-6
148
$5K ﹤0.01%
115
149
$4K ﹤0.01%
294
150
$4K ﹤0.01%
200
4 5
6
7 8