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
276
$3.64K ﹤0.01%
55
277
$3.62K ﹤0.01%
+135
278
$3.59K ﹤0.01%
62
+42
279
$3.53K ﹤0.01%
+1,000
280
$3.5K ﹤0.01%
15
281
$3.5K ﹤0.01%
12
282
$3.49K ﹤0.01%
6
283
$3.43K ﹤0.01%
75
284
$3.3K ﹤0.01%
15
285
$3.28K ﹤0.01%
97
-1
286
$3.27K ﹤0.01%
42
287
$3.22K ﹤0.01%
4
288
$3.19K ﹤0.01%
+1,056
289
$3.16K ﹤0.01%
15
290
$3.1K ﹤0.01%
26
291
$3.07K ﹤0.01%
139
292
$3.01K ﹤0.01%
20
293
$3.01K ﹤0.01%
32
294
$2.98K ﹤0.01%
149
295
$2.96K ﹤0.01%
55
296
$2.93K ﹤0.01%
29
297
$2.87K ﹤0.01%
38
298
$2.85K ﹤0.01%
45
299
$2.8K ﹤0.01%
50
-35
300
$2.75K ﹤0.01%
+100
10 11
12
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