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
$176M
AUM Growth
-$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.7M
3
+$1.35M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.13M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.08M

Top Sells

1
+$194K
2
+$91.3K
3
+$76.5K
4
PHYS icon
Sprott Physical Gold
PHYS
+$62.8K
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$58.4K

Sector Composition

1 Financials 0.78%
2 Healthcare 0.66%
3 Technology 0.47%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
23
152
$4K ﹤0.01%
+1
153
$4K ﹤0.01%
93
-19
154
$4K ﹤0.01%
+340
155
$4K ﹤0.01%
294
156
$4K ﹤0.01%
70
157
$4K ﹤0.01%
115
158
$4K ﹤0.01%
319
+8
159
$4K ﹤0.01%
10
160
$4K ﹤0.01%
75
161
$4K ﹤0.01%
72
162
$4K ﹤0.01%
126
163
$4K ﹤0.01%
+75
164
$4K ﹤0.01%
24
+4
165
$4K ﹤0.01%
33
166
$3K ﹤0.01%
100
167
$3K ﹤0.01%
73
168
$3K ﹤0.01%
+45
169
$3K ﹤0.01%
109
+9
170
$3K ﹤0.01%
50
171
$3K ﹤0.01%
100
172
$3K ﹤0.01%
20
173
$3K ﹤0.01%
23
174
$3K ﹤0.01%
300
-7,651
175
$3K ﹤0.01%
62
-417
5 6
7
8 9