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
$298M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.44%
2 Technology 1.03%
3 Industrials 0.76%
4 Healthcare 0.61%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$21.7K 0.01%
210
177
$21.4K 0.01%
970
178
$21.2K 0.01%
295
179
$20.6K 0.01%
53
+7
180
$20.5K 0.01%
292
181
$20.4K 0.01%
90
+22
182
$20.3K 0.01%
1,000
183
$20.1K 0.01%
+350
184
$19.6K 0.01%
2,100
185
$19.5K 0.01%
410
186
$19.4K 0.01%
256
187
$19.4K 0.01%
727
188
$19.2K 0.01%
+158
189
$18.9K 0.01%
221
190
$18.8K 0.01%
600
191
$18.7K 0.01%
310
192
$18.7K 0.01%
219
-25
193
$18.5K 0.01%
409
194
$18.1K 0.01%
150
195
$18K 0.01%
344
196
$17.9K 0.01%
68
197
$17.8K 0.01%
651
+6
198
$17.4K 0.01%
284
199
$17K 0.01%
250
200
$16.8K 0.01%
75