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
$204M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$11.6M
3
+$3.47M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.46M

Top Sells

1
+$13.1M
2
+$7.41M
3
+$6.64M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.28M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.2M

Sector Composition

1 Financials 0.95%
2 Healthcare 0.53%
3 Technology 0.48%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.6M 10.6%
203,388
+4,403
2
$19.3M 9.49%
76,049
-2,299
3
$17.2M 8.43%
217,099
+33,666
4
$16.9M 8.3%
156,179
+32,070
5
$16.4M 8.05%
+354,703
6
$12.7M 6.23%
28,624
+5,554
7
$12.5M 6.16%
271,347
-19,004
8
$12.3M 6.04%
378,139
-11,703
9
$11.7M 5.74%
211,350
+209,592
10
$9.54M 4.69%
47,950
-9,618
11
$9.33M 4.58%
42,376
+1,447
12
$7.12M 3.5%
174,947
+1,867
13
$6.78M 3.33%
349,473
+18,646
14
$6.77M 3.33%
40,958
+3,368
15
$6.72M 3.3%
48,590
+10,618
16
$1.46M 0.72%
47,627
-427,189
17
$1.06M 0.52%
25,841
-161,787
18
$990K 0.49%
22,920
-1,721
19
$831K 0.41%
13,628
-6,705
20
$765K 0.38%
29,174
-282,788
21
$674K 0.33%
3,477
+1
22
$576K 0.28%
1,198
23
$532K 0.26%
10,613
-105,238
24
$465K 0.23%
5,567
-38,288
25
$459K 0.23%
10,755
-896
1
2 3 4 5