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
251
$4.24K ﹤0.01%
50
252
$4.19K ﹤0.01%
6
253
$4.19K ﹤0.01%
24
254
$4.18K ﹤0.01%
12
255
$4.12K ﹤0.01%
125
256
$4.12K ﹤0.01%
23
257
$4.08K ﹤0.01%
55
258
$4K ﹤0.01%
131
259
$3.94K ﹤0.01%
100
260
$3.91K ﹤0.01%
64
261
$3.87K ﹤0.01%
+25
262
$3.82K ﹤0.01%
142
263
$3.74K ﹤0.01%
62
264
$3.74K ﹤0.01%
20
-3
265
$3.71K ﹤0.01%
98
+1
266
$3.67K ﹤0.01%
57
267
$3.66K ﹤0.01%
73
268
$3.47K ﹤0.01%
139
269
$3.45K ﹤0.01%
15
270
$3.44K ﹤0.01%
20
271
$3.42K ﹤0.01%
15
272
$3.38K ﹤0.01%
+125
273
$3.31K ﹤0.01%
126
274
$3.3K ﹤0.01%
4
275
$3.28K ﹤0.01%
+60
9 10
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