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
$200M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$743K
3
+$722K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$700K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$632K

Top Sells

1
+$254K
2
+$62.6K
3
+$49.9K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$48.8K
5
GE icon
GE Aerospace
GE
+$31.7K

Sector Composition

1 Financials 0.83%
2 Healthcare 0.53%
3 Technology 0.43%
4 Consumer Discretionary 0.36%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.23K ﹤0.01%
+12
202
$2.19K ﹤0.01%
+9
203
$2.17K ﹤0.01%
144
-46
204
$2.17K ﹤0.01%
10
205
$2.15K ﹤0.01%
26
206
$2.13K ﹤0.01%
+11
207
$2.13K ﹤0.01%
+6
208
$2.13K ﹤0.01%
23
209
$2.07K ﹤0.01%
30
210
$2.07K ﹤0.01%
+6
211
$2.07K ﹤0.01%
+3
212
$2.06K ﹤0.01%
21
+20
213
$2.05K ﹤0.01%
+14
214
$2.05K ﹤0.01%
+13
215
$2.03K ﹤0.01%
20
+19
216
$2.01K ﹤0.01%
7
-18
217
$2.01K ﹤0.01%
+35
218
$2.01K ﹤0.01%
3
-2
219
$2K ﹤0.01%
+7
220
$1.99K ﹤0.01%
129
-671
221
$1.98K ﹤0.01%
+19
222
$1.98K ﹤0.01%
+8
223
$1.96K ﹤0.01%
+25
224
$1.95K ﹤0.01%
+17
225
$1.94K ﹤0.01%
25
7 8
9
10 11