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
$185M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.09M
3
+$8.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$8.21M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.5M

Top Sells

1
+$13K
2
+$6K
3
+$3.11K
4
UAA icon
Under Armour
UAA
+$1.42K

Sector Composition

1 Financials 0.97%
2 Healthcare 0.64%
3 Technology 0.41%
4 Consumer Discretionary 0.38%
5 Energy 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K 0.01%
193
127
$9K ﹤0.01%
+99
128
$9K ﹤0.01%
1,450
+250
129
$9K ﹤0.01%
+180
130
$9K ﹤0.01%
1,000
131
$9K ﹤0.01%
700
132
$9K ﹤0.01%
+7
133
$8K ﹤0.01%
+25
134
$8K ﹤0.01%
+257
135
$8K ﹤0.01%
196
136
$8K ﹤0.01%
+173
137
$8K ﹤0.01%
+50
138
$7K ﹤0.01%
+56
139
$7K ﹤0.01%
850
140
$7K ﹤0.01%
216
+4
141
$6K ﹤0.01%
+75
142
$6K ﹤0.01%
+237
143
$6K ﹤0.01%
+85
144
$6K ﹤0.01%
+248
145
$6K ﹤0.01%
30
+10
146
$6K ﹤0.01%
85
+53
147
$6K ﹤0.01%
+16
148
$6K ﹤0.01%
155
+95
149
$6K ﹤0.01%
+31
150
$5K ﹤0.01%
+114
4 5
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