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
$200M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$743K
3
+$722K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$700K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$632K

Top Sells

1
+$254K
2
+$62.6K
3
+$49.9K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$48.8K
5
GE icon
GE Aerospace
GE
+$31.7K

Sector Composition

1 Financials 0.83%
2 Healthcare 0.53%
3 Technology 0.43%
4 Consumer Discretionary 0.36%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.85K ﹤0.01%
95
-4
127
$9.21K ﹤0.01%
1,000
128
$9.05K ﹤0.01%
+550
129
$8.95K ﹤0.01%
256
-1,789
130
$8.91K ﹤0.01%
+72
131
$8.52K ﹤0.01%
700
132
$8.33K ﹤0.01%
173
133
$8.19K ﹤0.01%
+150
134
$8.16K ﹤0.01%
50
135
$8.12K ﹤0.01%
+99
136
$8.09K ﹤0.01%
850
137
$8.09K ﹤0.01%
257
138
$8.07K ﹤0.01%
196
139
$7.89K ﹤0.01%
56
140
$7.87K ﹤0.01%
193
141
$7.63K ﹤0.01%
1,450
142
$7.33K ﹤0.01%
30
143
$6.53K ﹤0.01%
+100
144
$6.31K ﹤0.01%
33
+10
145
$6.24K ﹤0.01%
31
146
$6.15K ﹤0.01%
219
+3
147
$6.05K ﹤0.01%
+291
148
$5.89K ﹤0.01%
75
149
$5.8K ﹤0.01%
248
150
$5.79K ﹤0.01%
+86
4 5
6
7 8