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

Top Buys

1
+$12.6M
2
+$9.09M
3
+$8.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$8.21M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.5M

Top Sells

1
+$13K
2
+$6K
3
+$3.11K
4
UAA icon
Under Armour
UAA
+$1.42K

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%
+73
177
$3K ﹤0.01%
+325
178
$3K ﹤0.01%
+26
179
$3K ﹤0.01%
+60
180
$3K ﹤0.01%
+294
181
$3K ﹤0.01%
+64
182
$3K ﹤0.01%
72
+68
183
$3K ﹤0.01%
+90
184
$3K ﹤0.01%
100
185
$3K ﹤0.01%
41
+15
186
$3K ﹤0.01%
+34
187
$3K ﹤0.01%
+20
188
$3K ﹤0.01%
+100
189
$3K ﹤0.01%
20
190
$2K ﹤0.01%
+10
191
$2K ﹤0.01%
100
192
$2K ﹤0.01%
+50
193
$2K ﹤0.01%
+73
194
$2K ﹤0.01%
+45
195
$2K ﹤0.01%
+10
196
$2K ﹤0.01%
+5
197
$2K ﹤0.01%
+130
198
$2K ﹤0.01%
+30
199
$2K ﹤0.01%
+50
200
$2K ﹤0.01%
+300
6 7
8
9 10