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
$293M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.18M
3
+$1.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.04M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$1.03M

Top Sells

1
+$94.1K
2
+$53.8K
3
+$46.6K
4
INTC icon
Intel
INTC
+$43.2K
5
CSCO icon
Cisco
CSCO
+$35.9K

Sector Composition

1 Financials 1.37%
2 Technology 0.72%
3 Industrials 0.62%
4 Healthcare 0.61%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.4M 10.74%
245,198
+11,926
2
$29.8M 10.19%
86,361
+2,982
3
$22.8M 7.78%
271,652
+14,081
4
$22M 7.5%
194,296
+6,924
5
$21.9M 7.48%
462,437
+8,538
6
$20.2M 6.9%
35,163
+1,499
7
$18.7M 6.4%
354,721
+19,610
8
$17.9M 6.12%
476,982
+27,926
9
$16M 5.48%
269,263
+14,210
10
$13.8M 4.73%
58,302
+2,650
11
$13.6M 4.64%
51,439
+2,309
12
$11.3M 3.85%
235,525
+11,275
13
$9.92M 3.39%
59,144
+2,375
14
$9.75M 3.33%
48,581
+1,757
15
$8.83M 3.02%
425,094
+23,407
16
$1.55M 0.53%
29,326
+605
17
$1.12M 0.38%
4,812
+241
18
$931K 0.32%
2,022
+46
19
$791K 0.27%
1,499
+310
20
$718K 0.25%
8,658
-79
21
$715K 0.24%
17,234
+1,470
22
$657K 0.22%
1,124
-43
23
$647K 0.22%
1,070
+535
24
$583K 0.2%
1,010
+105
25
$551K 0.19%
9,757
+126
1
2 3 4 5