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
$176M
AUM Growth
-$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.7M
3
+$1.35M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.13M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.08M

Top Sells

1
+$194K
2
+$91.3K
3
+$76.5K
4
PHYS icon
Sprott Physical Gold
PHYS
+$62.8K
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$58.4K

Sector Composition

1 Financials 0.78%
2 Healthcare 0.66%
3 Technology 0.47%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3K ﹤0.01%
17
-50
177
$3K ﹤0.01%
302
-1,825
178
$3K ﹤0.01%
32
+6
179
$3K ﹤0.01%
+11
180
$3K ﹤0.01%
160
+10
181
$3K ﹤0.01%
+206
182
$3K ﹤0.01%
71
-556
183
$3K ﹤0.01%
50
184
$3K ﹤0.01%
90
185
$3K ﹤0.01%
5
186
$3K ﹤0.01%
41
187
$2K ﹤0.01%
15
188
$2K ﹤0.01%
50
-4,850
189
$2K ﹤0.01%
35
190
$2K ﹤0.01%
10
191
$2K ﹤0.01%
5
192
$2K ﹤0.01%
+7
193
$2K ﹤0.01%
58
+8
194
$2K ﹤0.01%
+12
195
$2K ﹤0.01%
21
+1
196
$2K ﹤0.01%
32
-25
197
$2K ﹤0.01%
25
198
$2K ﹤0.01%
+108
199
$2K ﹤0.01%
60
200
$2K ﹤0.01%
75
6 7
8
9 10