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
$262M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$683K
3
+$632K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$616K
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$594K

Top Sells

1
+$43.7K
2
+$33.2K
3
+$32.7K
4
GE icon
GE Aerospace
GE
+$24.5K
5
MMM icon
3M
MMM
+$17.3K

Sector Composition

1 Financials 1.35%
2 Technology 0.71%
3 Healthcare 0.56%
4 Industrials 0.47%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$35.9K 0.01%
1,600
127
$34.8K 0.01%
765
+1
128
$34.6K 0.01%
+202
129
$34.5K 0.01%
8,000
+5,000
130
$34.4K 0.01%
178
131
$34.3K 0.01%
750
132
$33K 0.01%
223
-50
133
$32.6K 0.01%
+1,524
134
$31.1K 0.01%
+1,051
135
$30.3K 0.01%
445
+400
136
$30K 0.01%
+1,092
137
$29.9K 0.01%
33
138
$28.4K 0.01%
361
139
$27.8K 0.01%
50
140
$27.1K 0.01%
594
+91
141
$26.4K 0.01%
+755
142
$25.6K 0.01%
+990
143
$25.6K 0.01%
1,236
144
$25.4K 0.01%
251
+219
145
$25.4K 0.01%
2,100
+1,300
146
$25K 0.01%
+466
147
$25K 0.01%
65
148
$23.9K 0.01%
445
149
$23.8K 0.01%
598
+500
150
$23.8K 0.01%
800
4 5
6
7 8