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
$262M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$683K
3
+$632K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$616K
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$594K

Top Sells

1
+$43.7K
2
+$33.2K
3
+$32.7K
4
GE icon
GE Aerospace
GE
+$24.5K
5
MMM icon
3M
MMM
+$17.3K

Sector Composition

1 Financials 1.35%
2 Technology 0.71%
3 Healthcare 0.56%
4 Industrials 0.47%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$23.2K 0.01%
300
-125
152
$22.5K 0.01%
310
153
$21.7K 0.01%
1,940
+500
154
$21.6K 0.01%
910
+410
155
$21.4K 0.01%
+970
156
$21.4K 0.01%
+329
157
$21.2K 0.01%
155
158
$20.6K 0.01%
736
159
$20.4K 0.01%
271
+15
160
$20.2K 0.01%
410
161
$20.2K 0.01%
404
162
$20.2K 0.01%
194
163
$19.7K 0.01%
68
164
$19.6K 0.01%
1,000
165
$19.3K 0.01%
+727
166
$19.2K 0.01%
38
167
$19K 0.01%
45
168
$18.6K 0.01%
+409
169
$18.5K 0.01%
210
170
$18.4K 0.01%
90
171
$18.4K 0.01%
344
172
$18.2K 0.01%
170
173
$17.7K 0.01%
182
174
$17.4K 0.01%
284
175
$17.1K 0.01%
250
5 6
7
8 9