IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.16M
3
+$1.01M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$997K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$993K

Top Sells

1
+$85.6K
2
+$53K
3
+$46.5K
4
INTC icon
Intel
INTC
+$46K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$34.2K

Sector Composition

1 Financials 1.37%
2 Technology 0.72%
3 Industrials 0.62%
4 Healthcare 0.61%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$28.2K 0.01%
755
152
$27.8K 0.01%
+430
153
$25.3K 0.01%
155
154
$25.2K 0.01%
231
+110
155
$24.8K 0.01%
800
156
$24.6K 0.01%
65
157
$24.2K 0.01%
836
+100
158
$23.9K 0.01%
23
+10
159
$23.8K 0.01%
300
160
$23.4K 0.01%
910
161
$23.3K 0.01%
310
162
$23.2K 0.01%
210
163
$23.1K 0.01%
404
164
$23.1K 0.01%
117
+45
165
$22.9K 0.01%
1,000
166
$22.8K 0.01%
329
167
$22.8K 0.01%
+292
168
$22.7K 0.01%
1,940
169
$22.6K 0.01%
256
-15
170
$22.4K 0.01%
970
171
$22.2K 0.01%
+295
172
$21.7K 0.01%
547
-51
173
$21.2K 0.01%
727
174
$20.6K 0.01%
68
175
$20.4K 0.01%
410
5 6
7
8 9