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
$200M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$743K
3
+$722K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$700K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$632K

Top Sells

1
+$254K
2
+$62.6K
3
+$49.9K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$48.8K
5
GE icon
GE Aerospace
GE
+$31.7K

Sector Composition

1 Financials 0.83%
2 Healthcare 0.53%
3 Technology 0.43%
4 Consumer Discretionary 0.36%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.93K ﹤0.01%
103
-10
177
$3.91K ﹤0.01%
89
-3
178
$3.84K ﹤0.01%
294
179
$3.77K ﹤0.01%
126
180
$3.75K ﹤0.01%
80
-30
181
$3.5K ﹤0.01%
100
182
$3.5K ﹤0.01%
23
183
$3.5K ﹤0.01%
+120
184
$3.41K ﹤0.01%
100
185
$3.32K ﹤0.01%
+35
186
$3.28K ﹤0.01%
+71
187
$3.19K ﹤0.01%
34
188
$3.05K ﹤0.01%
45
189
$3.04K ﹤0.01%
20
190
$2.98K ﹤0.01%
36
191
$2.95K ﹤0.01%
60
192
$2.94K ﹤0.01%
73
193
$2.58K ﹤0.01%
+20
194
$2.57K ﹤0.01%
+9
195
$2.55K ﹤0.01%
100
196
$2.39K ﹤0.01%
86
197
$2.37K ﹤0.01%
+12
198
$2.31K ﹤0.01%
+20
199
$2.25K ﹤0.01%
+50
200
$2.23K ﹤0.01%
+42
6 7
8
9 10