IHWM
Iron Horse Wealth Management Portfolio holdings
AUM
$339M
1-Year Return
10.59%
This Quarter Return
+10.27%
1 Year Return
+10.59%
3 Year Return
+29.11%
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$125M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.52%
Holding
189
New
186
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 0.81% |
| 2 | Financials | 0.61% |
| 3 | Technology | 0.58% |
| 4 | Industrials | 0.48% |
| 5 | Consumer Discretionary | 0.42% |
