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
$152M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$2.14M
3
+$1.6M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.52M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.31M

Top Sells

1
+$2.43M
2
+$1.85M
3
+$677K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$306K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$74.5K

Sector Composition

1 Financials 0.7%
2 Healthcare 0.65%
3 Technology 0.51%
4 Energy 0.46%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
100
152
$3K ﹤0.01%
+20
153
$3K ﹤0.01%
+95
154
$3K ﹤0.01%
45
155
$2K ﹤0.01%
26
156
$2K ﹤0.01%
+10
157
$2K ﹤0.01%
37
158
$2K ﹤0.01%
130
159
$2K ﹤0.01%
77
160
$2K ﹤0.01%
+32
161
$2K ﹤0.01%
16
162
$2K ﹤0.01%
16
163
$2K ﹤0.01%
250
164
$2K ﹤0.01%
+100
165
$1K ﹤0.01%
7
166
$1K ﹤0.01%
4
167
$1K ﹤0.01%
50
168
$1K ﹤0.01%
15
169
$1K ﹤0.01%
100
170
$1K ﹤0.01%
26
171
$1K ﹤0.01%
7
172
$1K ﹤0.01%
12
173
$1K ﹤0.01%
10
174
$1K ﹤0.01%
7
175
$1K ﹤0.01%
73
5 6
7
8 9