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
$178M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.08M
3
+$1.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.1M

Top Sells

1
+$2.13M
2
+$2M
3
+$469K
4
APA icon
APA Corp
APA
+$144K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$98.4K

Sector Composition

1 Healthcare 0.65%
2 Financials 0.63%
3 Technology 0.55%
4 Consumer Discretionary 0.42%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
20
202
$1K ﹤0.01%
13
203
$1K ﹤0.01%
17
204
$1K ﹤0.01%
75
205
$1K ﹤0.01%
10
206
$0 ﹤0.01%
2
207
$0 ﹤0.01%
1
208
$0 ﹤0.01%
1
209
– –
-1
210
$0 ﹤0.01%
1
211
– –
-2
212
– –
0
213
$0 ﹤0.01%
1
214
$0 ﹤0.01%
28
215
$0 ﹤0.01%
9
216
$0 ﹤0.01%
10
217
$0 ﹤0.01%
2
218
$0 ﹤0.01%
1
219
– –
-4
220
$0 ﹤0.01%
1
221
$0 ﹤0.01%
1
222
– –
-15
223
$0 ﹤0.01%
2
224
$0 ﹤0.01%
2
225
– –
-250
7 8
9
10 11