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
$161M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.41M
3
+$1.21M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$985K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$941K

Top Sells

1
+$115K
2
+$90.9K
3
+$87.3K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$56.6K
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$55.4K

Sector Composition

1 Financials 0.66%
2 Healthcare 0.58%
3 Technology 0.5%
4 Consumer Discretionary 0.4%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
90
152
$2K ﹤0.01%
52
153
$2K ﹤0.01%
26
154
$2K ﹤0.01%
10
155
$2K ﹤0.01%
37
156
$2K ﹤0.01%
130
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$2K ﹤0.01%
77
158
$2K ﹤0.01%
32
159
$2K ﹤0.01%
+50
160
$2K ﹤0.01%
16
161
$2K ﹤0.01%
60
-200
162
$2K ﹤0.01%
+80
163
$2K ﹤0.01%
16
164
$2K ﹤0.01%
250
165
$2K ﹤0.01%
100
166
$1K ﹤0.01%
7
167
$1K ﹤0.01%
73
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$1K ﹤0.01%
+28
169
$1K ﹤0.01%
7
170
$1K ﹤0.01%
50
171
$1K ﹤0.01%
+50
172
$1K ﹤0.01%
15
173
$1K ﹤0.01%
100
174
$1K ﹤0.01%
+26
175
$1K ﹤0.01%
26
5 6
7
8 9