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
$185M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.09M
3
+$8.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$8.21M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.5M

Top Sells

1
+$13K
2
+$6K
3
+$3.11K
4
UAA icon
Under Armour
UAA
+$1.42K

Sector Composition

1 Financials 0.97%
2 Healthcare 0.64%
3 Technology 0.41%
4 Consumer Discretionary 0.38%
5 Energy 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
+32
202
$2K ﹤0.01%
+25
203
$2K ﹤0.01%
+92
204
$2K ﹤0.01%
+100
205
$2K ﹤0.01%
+23
206
$2K ﹤0.01%
190
+94
207
$2K ﹤0.01%
+86
208
$2K ﹤0.01%
+250
209
$1K ﹤0.01%
15
210
$1K ﹤0.01%
+9
211
$1K ﹤0.01%
+9
212
$1K ﹤0.01%
+12
213
$1K ﹤0.01%
+32
214
$1K ﹤0.01%
+7
215
$1K ﹤0.01%
+8
216
$1K ﹤0.01%
+8
217
$1K ﹤0.01%
9
218
$1K ﹤0.01%
25
219
$1K ﹤0.01%
+30
220
$1K ﹤0.01%
+100
221
$1K ﹤0.01%
109
222
$1K ﹤0.01%
77
+75
223
$1K ﹤0.01%
+16
224
$1K ﹤0.01%
+35
225
$1K ﹤0.01%
+47
7 8
9
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