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
$182M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.56M
3
+$1.37M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$988K
5
VB icon
Vanguard Small-Cap ETF
VB
+$960K

Top Sells

1
+$5.56M
2
+$5.43M
3
+$227K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$155K
5
GE icon
GE Aerospace
GE
+$133K

Sector Composition

1 Financials 0.75%
2 Healthcare 0.66%
3 Technology 0.53%
4 Consumer Discretionary 0.43%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.3M 11.68%
189,627
+13,929
2
$14.8M 8.15%
224,159
+14,139
3
$12.5M 6.87%
260,622
+28,577
4
$12.3M 6.76%
404,279
+402,948
5
$10.8M 5.92%
355,210
+24,054
6
$9.87M 5.42%
287,958
+28,835
7
$9.8M 5.38%
46,134
+4,517
8
$8.24M 4.52%
148,186
+8,964
9
$7.92M 4.34%
33,281
+2,852
10
$7.72M 4.24%
155,909
+16,112
11
$7.42M 4.07%
191,906
+21,469
12
$7.21M 3.96%
306,699
+28,935
13
$6.9M 3.79%
57,078
-44,911
14
$6.8M 3.73%
79,093
-64,667
15
$6.5M 3.57%
215,720
+7,179
16
$5.57M 3.05%
110,715
+6,838
17
$5.55M 3.05%
31,555
+1,788
18
$4.78M 2.62%
31,959
+1,906
19
$3.67M 2.01%
33,863
+1,542
20
$1.11M 0.61%
26,609
-157
21
$637K 0.35%
3,646
22
$634K 0.35%
1,244
-50
23
$523K 0.29%
11,891
-11
24
$455K 0.25%
13,337
-204
25
$417K 0.23%
8,595
-59
1
2 3 4 5