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
$204M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$11.6M
3
+$3.47M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.46M

Top Sells

1
+$13.1M
2
+$7.41M
3
+$6.64M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.28M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.2M

Sector Composition

1 Financials 0.95%
2 Healthcare 0.53%
3 Technology 0.48%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.52K ﹤0.01%
265
+9
127
$8.73K ﹤0.01%
1,000
128
$8.71K ﹤0.01%
700
129
$8.67K ﹤0.01%
50
130
$8.63K ﹤0.01%
56
131
$8.26K ﹤0.01%
30
132
$8.13K ﹤0.01%
257
133
$8.05K ﹤0.01%
196
134
$7.08K ﹤0.01%
193
135
$7.07K ﹤0.01%
87
-12
136
$6.91K ﹤0.01%
160
137
$6.87K ﹤0.01%
75
138
$6.85K ﹤0.01%
33
139
$6.58K ﹤0.01%
1,450
140
$6.42K ﹤0.01%
850
141
$6.34K ﹤0.01%
31
142
$6.33K ﹤0.01%
152
143
$5.97K ﹤0.01%
61
144
$5.9K ﹤0.01%
200
145
$5.58K ﹤0.01%
311
146
$5.39K ﹤0.01%
85
147
$5.25K ﹤0.01%
291
148
$5.19K ﹤0.01%
28
149
$5.08K ﹤0.01%
50
150
$4.96K ﹤0.01%
20
4 5
6
7 8