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
$161M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.39M
3
+$1.19M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$957K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$941K

Top Sells

1
+$115K
2
+$88.8K
3
+$86.8K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$56.7K
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$54.4K

Sector Composition

1 Financials 0.66%
2 Healthcare 0.58%
3 Technology 0.5%
4 Consumer Discretionary 0.4%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.7M 9.74%
118,078
+10,454
2
$15.6M 9.68%
165,308
+15,940
3
$15.3M 9.5%
148,214
+11,467
4
$12.5M 7.74%
194,874
+374
5
$10.3M 6.4%
204,418
+18,947
6
$8.61M 5.34%
237,804
+16,298
7
$8.17M 5.07%
37,377
+2,960
8
$7.47M 4.63%
140,905
+6,880
9
$7.14M 4.43%
30,152
+2,058
10
$7.09M 4.4%
275,248
+24,398
11
$6.99M 4.33%
223,674
+30,104
12
$6.6M 4.09%
155,212
+15,372
13
$6.53M 4.05%
208,788
+28,364
14
$5.15M 3.19%
106,142
+9,434
15
$4.86M 3.01%
95,776
+7,663
16
$4.79M 2.97%
28,277
+2,409
17
$3.98M 2.47%
28,538
+2,228
18
$3.2M 1.99%
31,470
+2,118
19
$1.05M 0.65%
26,861
-2,276
20
$518K 0.32%
14,172
-2,375
21
$516K 0.32%
3,645
+9
22
$506K 0.31%
1,294
-50
23
$469K 0.29%
11,994
-1,392
24
$457K 0.28%
1,574
-50
25
$410K 0.25%
8,834
1
2 3 4 5