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
$200M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$743K
3
+$722K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$700K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$632K

Top Sells

1
+$254K
2
+$62.6K
3
+$49.9K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$48.8K
5
GE icon
GE Aerospace
GE
+$31.7K

Sector Composition

1 Financials 0.83%
2 Healthcare 0.53%
3 Technology 0.43%
4 Consumer Discretionary 0.36%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.78K ﹤0.01%
152
152
$5.7K ﹤0.01%
151
-4
153
$5.53K ﹤0.01%
114
154
$5.52K ﹤0.01%
61
-148
155
$5.47K ﹤0.01%
34
+18
156
$5.39K ﹤0.01%
200
157
$5.36K ﹤0.01%
85
158
$5.29K ﹤0.01%
+234
159
$5.12K ﹤0.01%
50
160
$5.11K ﹤0.01%
7
161
$5.1K ﹤0.01%
28
+6
162
$5.07K ﹤0.01%
160
163
$5.01K ﹤0.01%
+13
164
$4.92K ﹤0.01%
71
+30
165
$4.68K ﹤0.01%
+99
166
$4.61K ﹤0.01%
194
167
$4.59K ﹤0.01%
311
168
$4.58K ﹤0.01%
72
169
$4.57K ﹤0.01%
20
170
$4.47K ﹤0.01%
9
+4
171
$4.41K ﹤0.01%
125
172
$4.35K ﹤0.01%
87
173
$4.26K ﹤0.01%
64
174
$4.15K ﹤0.01%
50
175
$3.99K ﹤0.01%
63
-250
5 6
7
8 9