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
$176M
AUM Growth
-$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.7M
3
+$1.35M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.13M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.08M

Top Sells

1
+$194K
2
+$91.3K
3
+$76.5K
4
PHYS icon
Sprott Physical Gold
PHYS
+$62.8K
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$58.4K

Sector Composition

1 Financials 0.78%
2 Healthcare 0.66%
3 Technology 0.47%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21M 11.95%
206,360
+16,733
2
$13.5M 7.67%
257,891
+33,732
3
$13.1M 7.45%
434,470
+30,191
4
$12M 6.82%
293,724
+33,102
5
$10.8M 6.14%
386,892
+31,682
6
$9.43M 5.37%
327,119
+39,161
7
$9.21M 5.24%
52,275
+6,141
8
$7.56M 4.3%
162,559
+14,373
9
$7.52M 4.28%
216,357
+24,451
10
$7.34M 4.18%
37,248
+3,967
11
$7.29M 4.15%
170,757
+14,848
12
$7.15M 4.07%
337,182
+30,483
13
$6.76M 3.85%
61,412
+4,334
14
$6.76M 3.85%
84,429
+5,336
15
$6.73M 3.83%
226,321
+10,601
16
$5.78M 3.29%
115,470
+4,755
17
$5.17M 2.94%
34,507
+2,952
18
$4.45M 2.53%
34,337
+2,378
19
$3.33M 1.89%
36,493
+2,630
20
$933K 0.53%
25,343
-1,266
21
$639K 0.36%
1,244
22
$487K 0.28%
3,559
-87
23
$419K 0.24%
12,827
-510
24
$416K 0.24%
10,427
-1,464
25
$410K 0.23%
10,477
+1,882
1
2 3 4 5