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
$262M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$683K
3
+$632K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$616K
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$594K

Top Sells

1
+$43.7K
2
+$33.2K
3
+$32.7K
4
GE icon
GE Aerospace
GE
+$24.5K
5
MMM icon
3M
MMM
+$17.3K

Sector Composition

1 Financials 1.35%
2 Technology 0.71%
3 Healthcare 0.56%
4 Industrials 0.47%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.8M 10.62%
83,379
+1,223
2
$27.7M 10.57%
233,272
+5,918
3
$20.6M 7.87%
453,899
+13,090
4
$20.6M 7.86%
257,571
+7,903
5
$20.1M 7.67%
187,372
+6,372
6
$18.3M 7%
33,664
+1,023
7
$16.6M 6.32%
335,111
+12,464
8
$15.8M 6.02%
449,056
+12,384
9
$14.5M 5.52%
255,053
+9,130
10
$12.1M 4.63%
55,652
+1,666
11
$11.9M 4.54%
49,130
+1,433
12
$9.81M 3.75%
224,250
+6,147
13
$8.55M 3.26%
46,824
+1,294
14
$8.54M 3.26%
56,769
+1,562
15
$7.91M 3.02%
401,687
+16,771
16
$1.4M 0.53%
28,721
-671
17
$963K 0.37%
4,571
+647
18
$804K 0.31%
1,976
+535
19
$700K 0.27%
8,737
-61
20
$637K 0.24%
15,764
-820
21
$595K 0.23%
1,189
-16
22
$594K 0.23%
1,167
23
$572K 0.22%
9,631
-149
24
$503K 0.19%
1,344
25
$495K 0.19%
905
1
2 3 4 5