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
$253M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.75M
3
+$1.57M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.07M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$910K

Top Sells

1
+$432K
2
+$355K
3
+$264K
4
FELG icon
Fidelity Enhanced Large Cap Growth ETF
FELG
+$170K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$152K

Sector Composition

1 Financials 1.1%
2 Healthcare 0.56%
3 Technology 0.52%
4 Industrials 0.44%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.84K ﹤0.01%
50
227
$5.72K ﹤0.01%
150
228
$5.68K ﹤0.01%
26
229
$5.53K ﹤0.01%
27
230
$5.33K ﹤0.01%
92
231
$5.29K ﹤0.01%
72
232
$5.18K ﹤0.01%
121
-75
233
$5.06K ﹤0.01%
80
234
$5.05K ﹤0.01%
87
235
$4.96K ﹤0.01%
95
236
$4.94K ﹤0.01%
24
237
$4.94K ﹤0.01%
73
238
$4.85K ﹤0.01%
+5
239
$4.83K ﹤0.01%
18
+9
240
$4.77K ﹤0.01%
311
241
$4.7K ﹤0.01%
100
242
$4.7K ﹤0.01%
100
243
$4.66K ﹤0.01%
85
244
$4.61K ﹤0.01%
31
+20
245
$4.6K ﹤0.01%
11
246
$4.56K ﹤0.01%
32
247
$4.46K ﹤0.01%
+55
248
$4.44K ﹤0.01%
149
249
$4.41K ﹤0.01%
17
250
$4.37K ﹤0.01%
+15
8 9
10
11 12