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
$298M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.44%
2 Technology 1.03%
3 Industrials 0.76%
4 Healthcare 0.61%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$16.7K 0.01%
96
202
$16.6K 0.01%
486
203
$16.3K 0.01%
59
204
$15.4K 0.01%
88
205
$15.1K 0.01%
1,135
206
$14.5K ﹤0.01%
301
+1
207
$14.4K ﹤0.01%
267
208
$13.4K ﹤0.01%
140
209
$13.4K ﹤0.01%
21
210
$13.2K ﹤0.01%
170
211
$13.1K ﹤0.01%
130
212
$12.9K ﹤0.01%
45
+15
213
$12.8K ﹤0.01%
45
214
$12.7K ﹤0.01%
215
215
$12.7K ﹤0.01%
+500
216
$12.6K ﹤0.01%
165
+55
217
$12.6K ﹤0.01%
85
218
$12.6K ﹤0.01%
197
+55
219
$12.6K ﹤0.01%
30
220
$12.3K ﹤0.01%
35
221
$12.2K ﹤0.01%
549
222
$12K ﹤0.01%
30
223
$11.9K ﹤0.01%
83
224
$11.5K ﹤0.01%
144
225
$11.5K ﹤0.01%
191