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
$182M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.55M
3
+$1.39M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$951K

Top Sells

1
+$5.74M
2
+$5.6M
3
+$227K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$157K
5
GE icon
GE Aerospace
GE
+$133K

Sector Composition

1 Financials 0.75%
2 Healthcare 0.66%
3 Technology 0.53%
4 Consumer Discretionary 0.43%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
100
202
$1K ﹤0.01%
47
+10
203
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26
204
$1K ﹤0.01%
12
205
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7
206
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73
207
$1K ﹤0.01%
20
208
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25
209
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+25
210
$1K ﹤0.01%
+30
211
$1K ﹤0.01%
40
-1,096
212
$1K ﹤0.01%
33
213
$1K ﹤0.01%
100
214
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11
+1
215
– –
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216
$0 ﹤0.01%
1
217
$0 ﹤0.01%
2
218
– –
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$0 ﹤0.01%
4
220
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– –
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222
$0 ﹤0.01%
9
-306
223
$0 ﹤0.01%
2
224
– –
-7
225
$0 ﹤0.01%
1
7 8
9
10 11