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
$262M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Sells

1 +$43.7K
2 +$33.2K
3 +$32.7K
4
GE icon
GE Aerospace
GE
+$24.5K
5
MMM icon
3M
MMM
+$17.3K

Sector Composition

1 Financials 1.35%
2 Technology 0.71%
3 Healthcare 0.56%
4 Industrials 0.47%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$11.7K ﹤0.01%
13
202
$11.6K ﹤0.01%
122
203
$11.6K ﹤0.01%
+30
204
$11.5K ﹤0.01%
83
205
$11.3K ﹤0.01%
144
206
$11.1K ﹤0.01%
150
207
$11.1K ﹤0.01%
343
+293
208
$10.9K ﹤0.01%
30
209
$10.7K ﹤0.01%
50
210
$10.5K ﹤0.01%
85
211
$10.4K ﹤0.01%
191
212
$10.1K ﹤0.01%
189
213
$9.99K ﹤0.01%
70
214
$9.95K ﹤0.01%
+408
215
$9.85K ﹤0.01%
32
216
$9.76K ﹤0.01%
282
217
$9.59K ﹤0.01%
286
218
$9.3K ﹤0.01%
237
219
$9.24K ﹤0.01%
+51
220
$9.21K ﹤0.01%
298
+272
221
$9.16K ﹤0.01%
46
222
$8.93K ﹤0.01%
225
223
$8.88K ﹤0.01%
38
224
$8.85K ﹤0.01%
125
225
$8.8K ﹤0.01%
36