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
$178M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.08M
3
+$1.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.1M

Top Sells

1
+$2.13M
2
+$2M
3
+$469K
4
APA icon
APA Corp
APA
+$144K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$98.4K

Sector Composition

1 Healthcare 0.65%
2 Financials 0.63%
3 Technology 0.55%
4 Consumer Discretionary 0.42%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
+15
152
$4K ﹤0.01%
35
153
$4K ﹤0.01%
126
154
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+15
155
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50
+40
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$4K ﹤0.01%
23
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$4K ﹤0.01%
+24
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$4K ﹤0.01%
300
159
$3K ﹤0.01%
100
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$3K ﹤0.01%
+5
161
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41
+15
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$3K ﹤0.01%
77
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$3K ﹤0.01%
100
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$3K ﹤0.01%
20
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$3K ﹤0.01%
20
166
$3K ﹤0.01%
57
167
$3K ﹤0.01%
17
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16
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100
170
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45
171
$2K ﹤0.01%
50
172
$2K ﹤0.01%
10
173
$2K ﹤0.01%
258
174
$2K ﹤0.01%
130
175
$2K ﹤0.01%
32
5 6
7
8 9