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
$69.3M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$3.07M
3
+$2.41M
4
APO icon
Apollo Global Management
APO
+$97K
5
WRB icon
W.R. Berkley
WRB
+$30.9K

Top Sells

1
+$12.6M
2
+$12.2M
3
+$8.04M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$7.09M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$7.08M

Sector Composition

1 Financials 0.94%
2 Technology 0.62%
3 Energy 0.43%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.34M 10.59%
77,351
-129,009
2
$5.99M 8.65%
+28,735
3
$5.16M 7.45%
68,193
-16,236
4
$5.13M 7.4%
169,222
-265,248
5
$4.77M 6.89%
46,591
-14,821
6
$4.58M 6.61%
126,011
-167,713
7
$3.99M 5.76%
154,676
-172,443
8
$3.87M 5.59%
22,644
-29,631
9
$3.11M 4.49%
8,712
+8,588
10
$3.04M 4.39%
16,174
-21,074
11
$2.93M 4.23%
113,064
-273,828
12
$2.56M 3.69%
124,651
-212,531
13
$2.5M 3.61%
65,608
-105,149
14
$2.44M 3.52%
66,774
+65,961
15
$2.12M 3.06%
42,267
-73,203
16
$2.12M 3.06%
14,786
-19,721
17
$1.86M 2.68%
15,272
-19,065
18
$1.24M 1.79%
15,458
-21,035
19
$615K 0.89%
17,817
-7,526
20
$350K 0.51%
2,532
-1,027
21
$319K 0.46%
6,365
-251,526
22
$204K 0.29%
2,341
-193
23
$177K 0.26%
4,116
+718
24
$157K 0.23%
3,246
-1,903
25
$134K 0.19%
624
-739
1
2 3 4 5