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
$182M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.56M
3
+$1.37M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$988K
5
VB icon
Vanguard Small-Cap ETF
VB
+$960K

Top Sells

1
+$5.56M
2
+$5.43M
3
+$227K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$155K
5
GE icon
GE Aerospace
GE
+$133K

Sector Composition

1 Financials 0.75%
2 Healthcare 0.66%
3 Technology 0.53%
4 Consumer Discretionary 0.43%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11K 0.01%
+850
127
$11K 0.01%
67
+50
128
$11K 0.01%
196
-60
129
$11K 0.01%
64
130
$10K 0.01%
+150
131
$10K 0.01%
+258
132
$10K 0.01%
34
+10
133
$10K 0.01%
+700
134
$9K ﹤0.01%
153
135
$9K ﹤0.01%
183
136
$9K ﹤0.01%
150
137
$9K ﹤0.01%
+93
138
$9K ﹤0.01%
180
139
$8K ﹤0.01%
66
140
$8K ﹤0.01%
145
+70
141
$8K ﹤0.01%
206
142
$8K ﹤0.01%
+60
143
$8K ﹤0.01%
30
144
$8K ﹤0.01%
+70
145
$8K ﹤0.01%
194
-38
146
$8K ﹤0.01%
31
147
$8K ﹤0.01%
50
148
$6K ﹤0.01%
311
149
$6K ﹤0.01%
+25
150
$6K ﹤0.01%
237
4 5
6
7 8