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
$182M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.55M
3
+$1.39M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$951K

Top Sells

1
+$5.74M
2
+$5.6M
3
+$227K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$157K
5
GE icon
GE Aerospace
GE
+$133K

Sector Composition

1 Financials 0.75%
2 Healthcare 0.66%
3 Technology 0.53%
4 Consumer Discretionary 0.43%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K ﹤0.01%
126
177
$3K ﹤0.01%
100
178
$3K ﹤0.01%
35
179
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41
180
$3K ﹤0.01%
5
181
$3K ﹤0.01%
50
182
$3K ﹤0.01%
77
183
$3K ﹤0.01%
26
+10
184
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+20
185
$3K ﹤0.01%
16
186
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190
+170
187
$3K ﹤0.01%
90
188
$3K ﹤0.01%
100
189
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20
190
$3K ﹤0.01%
20
191
$2K ﹤0.01%
130
192
$2K ﹤0.01%
50
193
$2K ﹤0.01%
25
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195
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196
$2K ﹤0.01%
10
197
$2K ﹤0.01%
250
198
$1K ﹤0.01%
50
199
$1K ﹤0.01%
50
200
$1K ﹤0.01%
100
6 7
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