IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.37M
3
+$513K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$447K
5
PFFD icon
Global X US Preferred ETF
PFFD
+$383K

Top Sells

1
+$1.16M
2
+$151K
3
+$48.1K
4
CHRW icon
C.H. Robinson
CHRW
+$46.7K
5
USRT icon
iShares Core US REIT ETF
USRT
+$31.7K

Sector Composition

1 Financials 0.71%
2 Healthcare 0.7%
3 Technology 0.54%
4 Industrials 0.51%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-160
202
$0 ﹤0.01%
3
203
– –
-126
204
– –
-61
205
$0 ﹤0.01%
+5
206
$0 ﹤0.01%
+29
207
$0 ﹤0.01%
2
208
$0 ﹤0.01%
+15
5 6 7 8
9