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

Top Buys

1
+$1.93M
2
+$1.81M
3
+$1.47M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.24M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.19M

Top Sells

1
+$206K
2
+$91.1K
3
+$85.9K
4
PHYS icon
Sprott Physical Gold
PHYS
+$65.5K
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$63K

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%
300
-7,651
177
$3K ﹤0.01%
62
-417
178
$3K ﹤0.01%
17
-50
179
$3K ﹤0.01%
302
-1,825
180
$3K ﹤0.01%
32
+6
181
$3K ﹤0.01%
+11
182
$3K ﹤0.01%
160
+10
183
$3K ﹤0.01%
+206
184
$3K ﹤0.01%
71
-556
185
$3K ﹤0.01%
50
186
$3K ﹤0.01%
90
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%
+27
194
$2K ﹤0.01%
130
195
$2K ﹤0.01%
+30
196
$2K ﹤0.01%
58
+8
197
$2K ﹤0.01%
+12
198
$2K ﹤0.01%
21
+1
199
$2K ﹤0.01%
32
-25
200
$2K ﹤0.01%
25
6 7
8
9 10