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
$298M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.08M
3
+$913K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$882K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$861K

Top Sells

1
+$98.1K
2
+$84.3K
3
+$46.2K
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$45.3K
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$41.6K

Sector Composition

1 Financials 1.44%
2 Technology 1.03%
3 Industrials 0.76%
4 Healthcare 0.61%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.4K ﹤0.01%
51
227
$11.4K ﹤0.01%
331
228
$11.1K ﹤0.01%
253
229
$10.8K ﹤0.01%
225
230
$10.7K ﹤0.01%
150
231
$10.6K ﹤0.01%
282
232
$10.5K ﹤0.01%
180
+60
233
$10.3K ﹤0.01%
122
234
$10.2K ﹤0.01%
178
-11
235
$10.1K ﹤0.01%
343
236
$10.1K ﹤0.01%
50
237
$10K ﹤0.01%
153
238
$9.91K ﹤0.01%
408
239
$9.77K ﹤0.01%
1,200
240
$9.63K ﹤0.01%
222
241
$9.62K ﹤0.01%
32
242
$9.6K ﹤0.01%
+119
243
$9.55K ﹤0.01%
286
244
$9.52K ﹤0.01%
28
245
$9.36K ﹤0.01%
204
246
$9.13K ﹤0.01%
36
+9
247
$9.09K ﹤0.01%
43
248
$8.88K ﹤0.01%
36
249
$8.88K ﹤0.01%
157
+9
250
$8.83K ﹤0.01%
53
8 9
10
11 12