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
$176M
AUM Growth
-$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.7M
3
+$1.35M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.13M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.08M

Top Sells

1
+$194K
2
+$91.3K
3
+$76.5K
4
PHYS icon
Sprott Physical Gold
PHYS
+$62.8K
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$58.4K

Sector Composition

1 Financials 0.78%
2 Healthcare 0.66%
3 Technology 0.47%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9K 0.01%
34
127
$9K 0.01%
637
-4,447
128
$9K 0.01%
196
129
$8K ﹤0.01%
150
130
$8K ﹤0.01%
257
+51
131
$8K ﹤0.01%
700
132
$8K ﹤0.01%
150
133
$8K ﹤0.01%
53
+3
134
$7K ﹤0.01%
31
135
$7K ﹤0.01%
180
136
$7K ﹤0.01%
66
137
$7K ﹤0.01%
30
+10
138
$7K ﹤0.01%
30
139
$6K ﹤0.01%
25
140
$6K ﹤0.01%
133
-12
141
$6K ﹤0.01%
243
+6
142
$6K ﹤0.01%
85
143
$6K ﹤0.01%
160
-34
144
$6K ﹤0.01%
207
+4
145
$5K ﹤0.01%
200
146
$5K ﹤0.01%
+155
147
$5K ﹤0.01%
70
148
$5K ﹤0.01%
64
149
$5K ﹤0.01%
200
-3,654
150
$4K ﹤0.01%
319
+8
4 5
6
7 8