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
$185M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.09M
3
+$8.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$8.21M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.5M

Top Sells

1
+$13K
2
+$6K
3
+$3.11K
4
UAA icon
Under Armour
UAA
+$1.42K

Sector Composition

1 Financials 0.97%
2 Healthcare 0.64%
3 Technology 0.41%
4 Consumer Discretionary 0.38%
5 Energy 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21M 11.32%
193,830
+116,479
2
$15.1M 8.18%
71,814
+43,079
3
$13.7M 7.4%
451,103
+281,881
4
$13.5M 7.29%
174,173
+105,980
5
$12.4M 6.71%
295,976
+169,965
6
$12.4M 6.7%
117,722
+71,131
7
$11.4M 6.13%
382,481
+227,805
8
$10.1M 5.46%
55,066
+32,422
9
$8.23M 4.44%
21,527
+12,815
10
$7.95M 4.29%
39,016
+22,842
11
$7.64M 4.13%
295,138
+182,074
12
$6.96M 3.75%
176,666
+111,058
13
$6.34M 3.42%
162,587
+95,813
14
$6.06M 3.27%
312,950
+188,299
15
$5.75M 3.1%
36,209
+21,423
16
$5.44M 2.94%
108,463
+66,196
17
$4.89M 2.64%
36,177
+20,905
18
$3.33M 1.8%
40,346
+24,888
19
$1.05M 0.56%
20,644
+14,279
20
$974K 0.53%
25,035
+7,218
21
$633K 0.34%
+1,194
22
$463K 0.25%
3,563
+1,031
23
$463K 0.25%
11,225
+7,907
24
$396K 0.21%
1,283
+903
25
$357K 0.19%
10,819
+6,606
1
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