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
$152M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$2.14M
3
+$1.6M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.52M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.31M

Top Sells

1
+$2.43M
2
+$1.85M
3
+$677K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$306K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$74.5K

Sector Composition

1 Financials 0.7%
2 Healthcare 0.65%
3 Technology 0.51%
4 Energy 0.46%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 9.53%
107,624
-13,779
2
$14.3M 9.45%
136,747
-6,465
3
$14.2M 9.36%
149,368
-25,593
4
$12.2M 8.08%
194,500
-4,867
5
$9.55M 6.3%
185,471
+25,354
6
$8.15M 5.37%
221,506
+30,618
7
$7.75M 5.11%
34,417
+2,899
8
$7.1M 4.68%
134,025
+30,254
9
$6.67M 4.4%
28,094
+2,376
10
$6.57M 4.33%
250,850
+22,606
11
$6.36M 4.2%
139,840
+16,588
12
$6.06M 4%
193,570
+26,475
13
$5.64M 3.72%
+180,424
14
$4.74M 3.13%
96,708
+43,705
15
$4.49M 2.96%
25,868
+1,253
16
$4.47M 2.95%
88,113
+29,927
17
$3.7M 2.44%
26,310
+793
18
$2.99M 1.97%
29,352
+1,923
19
$1.15M 0.76%
29,137
+572
20
$607K 0.4%
16,547
-695
21
$538K 0.35%
1,344
22
$537K 0.35%
13,386
-524
23
$498K 0.33%
3,636
-110
24
$466K 0.31%
1,624
-1
25
$400K 0.26%
8,834
-150
1
2 3 4 5