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
$262M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$683K
3
+$632K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$616K
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$594K

Top Sells

1
+$43.7K
2
+$33.2K
3
+$32.7K
4
GE icon
GE Aerospace
GE
+$24.5K
5
MMM icon
3M
MMM
+$17.3K

Sector Composition

1 Financials 1.35%
2 Technology 0.71%
3 Healthcare 0.56%
4 Industrials 0.47%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16.9K 0.01%
+486
177
$16.5K 0.01%
150
178
$16K 0.01%
62
179
$15.9K 0.01%
100
180
$15.2K 0.01%
267
181
$15K 0.01%
75
182
$14.8K 0.01%
600
183
$14.5K 0.01%
1,135
184
$14.5K 0.01%
88
185
$14.4K 0.01%
83
186
$14.2K 0.01%
200
+100
187
$14.2K 0.01%
244
188
$14.1K 0.01%
41
189
$14K 0.01%
121
190
$13.9K 0.01%
86
191
$13.8K 0.01%
125
192
$13.2K 0.01%
140
193
$12.9K ﹤0.01%
96
194
$12.9K ﹤0.01%
1,032
-244
195
$12.8K ﹤0.01%
80
196
$12.6K ﹤0.01%
1,000
197
$12.4K ﹤0.01%
343
198
$12.4K ﹤0.01%
549
+32
199
$12.3K ﹤0.01%
72
200
$11.8K ﹤0.01%
+331
6 7
8
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