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
$134M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.34M
3
+$538K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$449K
5
PFFD icon
Global X US Preferred ETF
PFFD
+$385K

Top Sells

1
+$1.16M
2
+$160K
3
+$48.1K
4
CHRW icon
C.H. Robinson
CHRW
+$47.5K
5
USRT icon
iShares Core US REIT ETF
USRT
+$33K

Sector Composition

1 Financials 0.71%
2 Healthcare 0.7%
3 Technology 0.54%
4 Industrials 0.51%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 12.19%
174,961
+14,415
2
$15.8M 11.82%
121,403
+10,663
3
$14.5M 10.84%
143,212
+5,321
4
$11.2M 8.42%
199,367
+3,359
5
$7.86M 5.89%
160,117
+9,140
6
$6.75M 5.06%
190,888
+7,233
7
$6.75M 5.05%
31,518
+389
8
$5.82M 4.36%
228,244
+15,103
9
$5.69M 4.26%
25,718
+1,258
10
$5.4M 4.04%
123,252
+4,746
11
$5.23M 3.92%
167,095
+7,229
12
$5.1M 3.82%
103,771
+2,519
13
$4.08M 3.05%
24,615
+1,157
14
$3.44M 2.58%
25,517
+1,325
15
$2.95M 2.21%
58,186
-948
16
$2.54M 1.9%
53,003
+4,512
17
$2.52M 1.89%
27,429
+1,027
18
$1.08M 0.81%
28,565
+739
19
$625K 0.47%
17,242
-364
20
$536K 0.4%
13,910
-718
21
$500K 0.37%
1,344
22
$458K 0.34%
3,746
+3
23
$445K 0.33%
5,394
-14,005
24
$418K 0.31%
1,625
+1
25
$351K 0.26%
8,984
+215
1
2 3 4 5