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
$152M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$2.11M
3
+$1.57M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.52M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.31M

Top Sells

1
+$2.41M
2
+$1.82M
3
+$679K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$292K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$74.4K

Sector Composition

1 Financials 0.7%
2 Healthcare 0.65%
3 Technology 0.51%
4 Energy 0.46%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$0 ﹤0.01%
5
202
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10
203
$0 ﹤0.01%
2
204
$0 ﹤0.01%
4
205
– –
-12
206
$0 ﹤0.01%
110
207
$0 ﹤0.01%
+11
208
$0 ﹤0.01%
1
209
$0 ﹤0.01%
1
210
– –
-60
211
– –
-13
212
$0 ﹤0.01%
1
213
– –
-30
214
– –
-89
215
– –
-521
216
– –
0
217
– –
0
218
– –
-227
219
$0 ﹤0.01%
1
220
$0 ﹤0.01%
2
221
$0 ﹤0.01%
2
5 6 7 8
9