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

Top Buys

1
+$1.5M
2
+$1.39M
3
+$1.19M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$957K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$941K

Top Sells

1
+$115K
2
+$88.8K
3
+$86.8K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$56.7K
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$54.4K

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%
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$2K ﹤0.01%
77
154
$2K ﹤0.01%
32
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$2K ﹤0.01%
+50
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$2K ﹤0.01%
16
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$2K ﹤0.01%
60
-200
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$2K ﹤0.01%
26
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$2K ﹤0.01%
10
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$2K ﹤0.01%
37
161
$2K ﹤0.01%
52
162
$2K ﹤0.01%
+80
163
$2K ﹤0.01%
16
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$2K ﹤0.01%
250
165
$2K ﹤0.01%
100
166
$1K ﹤0.01%
+50
167
$1K ﹤0.01%
+13
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$1K ﹤0.01%
+17
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$1K ﹤0.01%
28
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$1K ﹤0.01%
+7
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$1K ﹤0.01%
25
172
$1K ﹤0.01%
33
173
$1K ﹤0.01%
+100
174
$1K ﹤0.01%
+75
175
$1K ﹤0.01%
10
5 6
7
8 9