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
251
$4.55K ﹤0.01%
24
252
$4.54K ﹤0.01%
54
253
$4.51K ﹤0.01%
92
254
$4.48K ﹤0.01%
11
255
$4.42K ﹤0.01%
85
256
$4.4K ﹤0.01%
+84
257
$4.39K ﹤0.01%
+100
258
$4.39K ﹤0.01%
32
259
$4.27K ﹤0.01%
311
260
$4.25K ﹤0.01%
55
-8
261
$4.18K ﹤0.01%
27
262
$4.12K ﹤0.01%
80
263
$4.05K ﹤0.01%
100
264
$4.04K ﹤0.01%
21
265
$4.01K ﹤0.01%
23
+3
266
$4K ﹤0.01%
78
267
$3.98K ﹤0.01%
142
268
$3.97K ﹤0.01%
126
269
$3.9K ﹤0.01%
24
270
$3.84K ﹤0.01%
17
271
$3.84K ﹤0.01%
131
272
$3.82K ﹤0.01%
73
273
$3.81K ﹤0.01%
125
274
$3.8K ﹤0.01%
23
275
$3.77K ﹤0.01%
73
9 10
11
12 13