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
$293M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.18M
3
+$1.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.04M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$1.03M

Top Sells

1
+$94.1K
2
+$53.8K
3
+$46.6K
4
INTC icon
Intel
INTC
+$43.2K
5
CSCO icon
Cisco
CSCO
+$35.9K

Sector Composition

1 Financials 1.37%
2 Technology 0.72%
3 Industrials 0.62%
4 Healthcare 0.61%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$41.8K 0.01%
268
+45
127
$40.6K 0.01%
740
128
$40.4K 0.01%
289
+2
129
$39.5K 0.01%
313
130
$37.1K 0.01%
800
131
$36.7K 0.01%
1,224
+136
132
$35.6K 0.01%
750
133
$35.3K 0.01%
232
-66
134
$34.8K 0.01%
117
+55
135
$34.5K 0.01%
1,524
136
$34K 0.01%
665
-100
137
$33.9K 0.01%
1,051
138
$32.7K 0.01%
800
-200
139
$32.5K 0.01%
1,092
140
$32.4K 0.01%
174
-4
141
$31.9K 0.01%
+574
142
$31.7K 0.01%
759
+522
143
$31K 0.01%
472
+6
144
$30.4K 0.01%
361
145
$30K 0.01%
58
+8
146
$29.4K 0.01%
644
+50
147
$29.2K 0.01%
33
148
$29K 0.01%
445
149
$28.7K 0.01%
1,236
150
$28.3K 0.01%
233
-18
4 5
6
7 8