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
$204M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$11.6M
3
+$3.47M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.46M

Top Sells

1
+$13.1M
2
+$7.41M
3
+$6.64M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.28M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.2M

Sector Composition

1 Financials 0.95%
2 Healthcare 0.53%
3 Technology 0.48%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.93K ﹤0.01%
127
-24
152
$4.84K ﹤0.01%
9
153
$4.78K ﹤0.01%
72
154
$4.65K ﹤0.01%
126
155
$4.48K ﹤0.01%
87
156
$4.38K ﹤0.01%
125
157
$4.07K ﹤0.01%
64
158
$3.96K ﹤0.01%
100
159
$3.85K ﹤0.01%
50
160
$3.68K ﹤0.01%
80
161
$3.63K ﹤0.01%
23
162
$3.63K ﹤0.01%
79
-10
163
$3.58K ﹤0.01%
100
164
$3.32K ﹤0.01%
34
165
$3.29K ﹤0.01%
7
166
$3.22K ﹤0.01%
20
167
$3.22K ﹤0.01%
73
168
$3.05K ﹤0.01%
294
169
$2.95K ﹤0.01%
60
170
$2.94K ﹤0.01%
45
171
$2.75K ﹤0.01%
9
172
$2.62K ﹤0.01%
41
-30
173
$2.6K ﹤0.01%
105
+52
174
$2.48K ﹤0.01%
20
175
$2.44K ﹤0.01%
10
5 6
7
8 9