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
$176M
AUM Growth
-$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.7M
3
+$1.35M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.13M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.08M

Top Sells

1
+$194K
2
+$91.3K
3
+$76.5K
4
PHYS icon
Sprott Physical Gold
PHYS
+$62.8K
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$58.4K

Sector Composition

1 Financials 0.78%
2 Healthcare 0.66%
3 Technology 0.47%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
20
202
$2K ﹤0.01%
190
203
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+50
204
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+44
205
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+12
206
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250
207
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100
208
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+27
209
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130
210
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+30
211
$1K ﹤0.01%
100
212
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+16
213
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31
+29
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$1K ﹤0.01%
47
215
$1K ﹤0.01%
26
216
$1K ﹤0.01%
12
217
$1K ﹤0.01%
+24
218
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20
220
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+13
221
$1K ﹤0.01%
+15
222
$1K ﹤0.01%
+15
223
$1K ﹤0.01%
25
224
$1K ﹤0.01%
25
225
$1K ﹤0.01%
30
7 8
9
10 11