IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$15.1M
3
+$12M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$10.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.64M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.81%
2 Financials 0.61%
3 Technology 0.58%
4 Industrials 0.48%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2K ﹤0.01%
+160
152
$2K ﹤0.01%
+126
153
$1K ﹤0.01%
+33
154
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+13
155
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+10
156
$1K ﹤0.01%
+12
157
$1K ﹤0.01%
+10
158
$1K ﹤0.01%
+7
159
$1K ﹤0.01%
+73
160
$1K ﹤0.01%
+20
161
$1K ﹤0.01%
+25
162
$1K ﹤0.01%
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163
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$1K ﹤0.01%
+250
165
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+7
166
$1K ﹤0.01%
+26
167
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168
$0 ﹤0.01%
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169
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$0 ﹤0.01%
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174
$0 ﹤0.01%
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175
$0 ﹤0.01%
+2
4 5 6
7
8