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
$293M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.18M
3
+$1.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.04M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$1.03M

Top Sells

1
+$94.1K
2
+$53.8K
3
+$46.6K
4
INTC icon
Intel
INTC
+$43.2K
5
CSCO icon
Cisco
CSCO
+$35.9K

Sector Composition

1 Financials 1.37%
2 Technology 0.72%
3 Industrials 0.62%
4 Healthcare 0.61%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$19.7K 0.01%
344
177
$19.5K 0.01%
75
178
$19.4K 0.01%
+221
179
$19.3K 0.01%
409
180
$19.1K 0.01%
90
181
$19K 0.01%
244
182
$19K 0.01%
182
183
$18.9K 0.01%
284
184
$18.8K 0.01%
2,100
185
$18.7K 0.01%
45
186
$18.6K 0.01%
46
+5
187
$18.6K 0.01%
170
+45
188
$18.5K 0.01%
486
189
$18.4K 0.01%
250
190
$18.2K 0.01%
645
-345
191
$17.9K 0.01%
257
+120
192
$17.7K 0.01%
100
193
$17.6K 0.01%
150
194
$17.4K 0.01%
106
+20
195
$17.3K 0.01%
90
+45
196
$17K 0.01%
59
+42
197
$16.4K 0.01%
170
198
$16.4K 0.01%
68
+30
199
$16.3K 0.01%
267
200
$16.1K 0.01%
83
6 7
8
9 10