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
$185M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.09M
3
+$8.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$8.21M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.5M

Top Sells

1
+$13K
2
+$6K
3
+$3.11K
4
UAA icon
Under Armour
UAA
+$1.42K

Sector Composition

1 Financials 0.97%
2 Healthcare 0.64%
3 Technology 0.41%
4 Consumer Discretionary 0.38%
5 Energy 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
+200
152
$5K ﹤0.01%
23
153
$5K ﹤0.01%
+194
154
$5K ﹤0.01%
+106
155
$5K ﹤0.01%
+75
156
$5K ﹤0.01%
110
+100
157
$5K ﹤0.01%
152
158
$4K ﹤0.01%
+311
159
$4K ﹤0.01%
+72
160
$4K ﹤0.01%
+5
161
$4K ﹤0.01%
+126
162
$4K ﹤0.01%
+87
163
$4K ﹤0.01%
50
+40
164
$4K ﹤0.01%
+125
165
$4K ﹤0.01%
22
+8
166
$4K ﹤0.01%
92
+69
167
$4K ﹤0.01%
160
168
$4K ﹤0.01%
+100
169
$4K ﹤0.01%
+50
170
$4K ﹤0.01%
+70
171
$4K ﹤0.01%
+70
172
$4K ﹤0.01%
+113
173
$3K ﹤0.01%
+35
174
$3K ﹤0.01%
23
+4
175
$3K ﹤0.01%
+15
5 6
7
8 9