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
$229M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$964K
2
+$692K
3
+$678K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$653K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$620K

Top Sells

1
+$199K
2
+$103K
3
+$101K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$76.4K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$57.1K

Sector Composition

1 Financials 0.96%
2 Technology 0.56%
3 Healthcare 0.55%
4 Consumer Discretionary 0.35%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.76K ﹤0.01%
157
227
$5.75K ﹤0.01%
50
228
$5.55K ﹤0.01%
27
229
$5.37K ﹤0.01%
84
230
$5.35K ﹤0.01%
1,200
231
$5.29K ﹤0.01%
+33
232
$5.12K ﹤0.01%
105
233
$5.08K ﹤0.01%
50
234
$5.07K ﹤0.01%
125
235
$4.99K ﹤0.01%
48
236
$4.97K ﹤0.01%
72
237
$4.92K ﹤0.01%
+137
238
$4.91K ﹤0.01%
150
239
$4.91K ﹤0.01%
80
+51
240
$4.91K ﹤0.01%
100
241
$4.91K ﹤0.01%
95
242
$4.87K ﹤0.01%
84
243
$4.86K ﹤0.01%
64
244
$4.76K ﹤0.01%
28
245
$4.75K ﹤0.01%
149
246
$4.72K ﹤0.01%
+28
247
$4.72K ﹤0.01%
86
248
$4.72K ﹤0.01%
81
-150
249
$4.69K ﹤0.01%
47
250
$4.68K ﹤0.01%
87
8 9
10
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