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
$293M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.18M
3
+$1.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.04M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$1.03M

Top Sells

1
+$94.1K
2
+$53.8K
3
+$46.6K
4
INTC icon
Intel
INTC
+$43.2K
5
CSCO icon
Cisco
CSCO
+$35.9K

Sector Composition

1 Financials 1.37%
2 Technology 0.72%
3 Industrials 0.62%
4 Healthcare 0.61%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16.1K 0.01%
58
+25
202
$15.8K 0.01%
88
203
$15.6K 0.01%
1,135
204
$15.2K 0.01%
96
205
$14.4K ﹤0.01%
83
206
$14.3K ﹤0.01%
85
207
$14.3K ﹤0.01%
30
+24
208
$13.8K ﹤0.01%
600
209
$13.7K ﹤0.01%
140
210
$13.5K ﹤0.01%
300
+2
211
$13.3K ﹤0.01%
+21
212
$13.3K ﹤0.01%
549
213
$13.2K ﹤0.01%
130
-290
214
$13K ﹤0.01%
144
215
$12.8K ﹤0.01%
122
216
$12.8K ﹤0.01%
331
217
$12.4K ﹤0.01%
35
+28
218
$11.9K ﹤0.01%
153
+113
219
$11.8K ﹤0.01%
+253
220
$11.8K ﹤0.01%
150
221
$11.6K ﹤0.01%
189
222
$11.4K ﹤0.01%
215
-675
223
$11.4K ﹤0.01%
282
224
$11.4K ﹤0.01%
94
+20
225
$11.3K ﹤0.01%
30
7 8
9
10 11