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
$161M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.39M
3
+$1.19M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$957K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$941K

Top Sells

1
+$115K
2
+$88.8K
3
+$86.8K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$56.7K
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$54.4K

Sector Composition

1 Financials 0.66%
2 Healthcare 0.58%
3 Technology 0.5%
4 Consumer Discretionary 0.4%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1K ﹤0.01%
26
177
$1K ﹤0.01%
12
178
$1K ﹤0.01%
10
179
$1K ﹤0.01%
+23
180
$1K ﹤0.01%
7
181
$1K ﹤0.01%
73
182
$1K ﹤0.01%
28
+23
183
$1K ﹤0.01%
+7
184
$1K ﹤0.01%
25
185
$1K ﹤0.01%
7
186
$1K ﹤0.01%
+2
187
$1K ﹤0.01%
20
188
$1K ﹤0.01%
20
189
$1K ﹤0.01%
+13
190
$1K ﹤0.01%
+17
191
$1K ﹤0.01%
13
192
$1K ﹤0.01%
33
193
$1K ﹤0.01%
+75
194
$1K ﹤0.01%
10
195
$1K ﹤0.01%
10
-1
196
$1K ﹤0.01%
2
197
$1K ﹤0.01%
+28
198
$0 ﹤0.01%
+1
199
$0 ﹤0.01%
+2
200
$0 ﹤0.01%
2
6 7
8
9 10