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
$185M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.33M
3
+$8.54M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$8.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.45M

Top Sells

1
+$13K
2
+$6K
3
+$3.11K
4
UAA icon
Under Armour
UAA
+$1.47K

Sector Composition

1 Financials 0.97%
2 Healthcare 0.64%
3 Technology 0.41%
4 Consumer Discretionary 0.38%
5 Energy 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3K ﹤0.01%
41
+15
177
$3K ﹤0.01%
+34
178
$3K ﹤0.01%
+35
179
$3K ﹤0.01%
+20
180
$3K ﹤0.01%
+100
181
$3K ﹤0.01%
20
182
$3K ﹤0.01%
23
+4
183
$3K ﹤0.01%
+15
184
$3K ﹤0.01%
+73
185
$3K ﹤0.01%
+294
186
$3K ﹤0.01%
+64
187
$3K ﹤0.01%
72
+68
188
$3K ﹤0.01%
+90
189
$3K ﹤0.01%
100
190
$2K ﹤0.01%
+86
191
$2K ﹤0.01%
+250
192
$2K ﹤0.01%
+10
193
$2K ﹤0.01%
100
194
$2K ﹤0.01%
+50
195
$2K ﹤0.01%
+73
196
$2K ﹤0.01%
+45
197
$2K ﹤0.01%
+10
198
$2K ﹤0.01%
+5
199
$2K ﹤0.01%
+130
200
$2K ﹤0.01%
+30
6 7
8
9 10