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
$178M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.08M
3
+$1.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.41M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.1M

Top Sells

1
+$2.13M
2
+$2M
3
+$469K
4
APA icon
APA Corp
APA
+$144K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$98.4K

Sector Composition

1 Healthcare 0.65%
2 Financials 0.63%
3 Technology 0.55%
4 Consumer Discretionary 0.42%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7M 11.06%
175,698
+27,484
2
$15.2M 8.55%
210,020
+15,146
3
$13.5M 7.59%
101,989
-16,089
4
$13.3M 7.49%
143,760
-21,548
5
$11.8M 6.65%
232,045
+27,627
6
$10.4M 5.85%
331,156
+122,368
7
$9.45M 5.31%
259,123
+21,319
8
$9.41M 5.28%
41,617
+4,240
9
$8.14M 4.57%
139,222
-1,683
10
$7.75M 4.35%
30,429
+277
11
$7.16M 4.02%
277,764
+2,516
12
$7.07M 3.97%
170,437
+15,225
13
$7.06M 3.97%
139,797
+33,655
14
$6.46M 3.63%
208,541
-15,133
15
$5.32M 2.99%
29,767
+1,490
16
$5.24M 2.95%
103,877
+8,101
17
$4.52M 2.54%
30,053
+1,515
18
$3.75M 2.11%
32,321
+851
19
$1.12M 0.63%
26,766
-95
20
$650K 0.37%
1,294
21
$647K 0.36%
3,646
+1
22
$505K 0.28%
1,574
23
$500K 0.28%
11,902
-92
24
$490K 0.28%
13,541
-631
25
$415K 0.23%
8,654
-180
1
2 3 4 5