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
$204M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$11.6M
3
+$3.47M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.46M

Top Sells

1
+$13.1M
2
+$7.41M
3
+$6.64M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.28M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.2M

Sector Composition

1 Financials 0.95%
2 Healthcare 0.53%
3 Technology 0.48%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.91K ﹤0.01%
20
202
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17
203
$1.86K ﹤0.01%
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204
$1.85K ﹤0.01%
25
205
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10
206
$1.84K ﹤0.01%
4
207
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11
208
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19
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$1.77K ﹤0.01%
50
210
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25
211
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8
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8
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50
215
$1.69K ﹤0.01%
25
216
$1.6K ﹤0.01%
4
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$1.45K ﹤0.01%
50
220
$1.42K ﹤0.01%
109
221
$1.41K ﹤0.01%
32
222
$1.4K ﹤0.01%
130
223
$1.35K ﹤0.01%
10
224
$1.25K ﹤0.01%
+20
225
$1.25K ﹤0.01%
47
7 8
9
10 11