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
276
$3.27K ﹤0.01%
20
277
$3.23K ﹤0.01%
55
278
$3.23K ﹤0.01%
15
279
$3.22K ﹤0.01%
9
280
$3.19K ﹤0.01%
26
281
$3.19K ﹤0.01%
38
282
$3.06K ﹤0.01%
35
283
$3.05K ﹤0.01%
26
284
$2.99K ﹤0.01%
56
-49
285
$2.95K ﹤0.01%
45
286
$2.93K ﹤0.01%
32
287
$2.89K ﹤0.01%
+23
288
$2.89K ﹤0.01%
3
289
$2.87K ﹤0.01%
50
290
$2.81K ﹤0.01%
29
291
$2.79K ﹤0.01%
6
292
$2.79K ﹤0.01%
38
293
$2.71K ﹤0.01%
40
294
$2.67K ﹤0.01%
100
295
$2.66K ﹤0.01%
53
296
$2.65K ﹤0.01%
17
297
$2.64K ﹤0.01%
149
298
$2.63K ﹤0.01%
10
299
$2.62K ﹤0.01%
70
300
$2.61K ﹤0.01%
19
10 11
12
13 14