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
251
$8.79K ﹤0.01%
41
252
$8.76K ﹤0.01%
75
+25
253
$8.46K ﹤0.01%
21
254
$8.41K ﹤0.01%
60
255
$8.41K ﹤0.01%
91
256
$8.37K ﹤0.01%
169
257
$8.17K ﹤0.01%
150
258
$8.16K ﹤0.01%
100
259
$8.1K ﹤0.01%
63
260
$7.74K ﹤0.01%
782
-250
261
$7.71K ﹤0.01%
181
262
$7.63K ﹤0.01%
166
263
$7.62K ﹤0.01%
412
264
$7.58K ﹤0.01%
142
265
$7.57K ﹤0.01%
60
+9
266
$7.39K ﹤0.01%
351
267
$7.36K ﹤0.01%
124
+1
268
$7.32K ﹤0.01%
163
-2
269
$7.24K ﹤0.01%
57
270
$7.19K ﹤0.01%
200
271
$7.07K ﹤0.01%
31
272
$7.07K ﹤0.01%
46
273
$7.02K ﹤0.01%
48
274
$6.92K ﹤0.01%
64
275
$6.9K ﹤0.01%
588
9 10
11
12 13