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
$200M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$743K
3
+$722K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$700K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$632K

Top Sells

1
+$254K
2
+$62.6K
3
+$49.9K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$48.8K
5
GE icon
GE Aerospace
GE
+$31.7K

Sector Composition

1 Financials 0.83%
2 Healthcare 0.53%
3 Technology 0.43%
4 Consumer Discretionary 0.36%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21M 10.49%
198,985
+5,155
2
$18.1M 9.02%
78,348
+6,534
3
$14.7M 7.35%
183,433
+9,260
4
$14.4M 7.22%
474,816
+23,713
5
$13.6M 6.8%
124,109
+6,387
6
$13.1M 6.55%
290,351
-5,625
7
$12.5M 6.25%
389,842
+7,361
8
$10.9M 5.45%
57,568
+2,502
9
$9.44M 4.72%
23,070
+1,543
10
$8.63M 4.31%
40,929
+1,913
11
$8.36M 4.18%
311,962
+16,824
12
$7.6M 3.8%
187,628
+10,962
13
$6.99M 3.49%
173,080
+10,493
14
$6.57M 3.28%
330,827
+17,877
15
$5.97M 2.98%
37,590
+1,381
16
$5.83M 2.91%
115,851
+7,388
17
$5.09M 2.54%
37,972
+1,795
18
$3.64M 1.82%
43,855
+3,509
19
$1.13M 0.56%
20,333
-311
20
$1M 0.5%
24,641
-394
21
$573K 0.29%
3,476
-87
22
$566K 0.28%
1,198
+4
23
$436K 0.22%
11,651
+426
24
$405K 0.2%
1,313
+30
25
$353K 0.18%
10,356
-463
1
2 3 4 5