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
301
$2.55K ﹤0.01%
6
302
$2.55K ﹤0.01%
10
303
$2.55K ﹤0.01%
10
304
$2.5K ﹤0.01%
3
305
$2.47K ﹤0.01%
52
306
$2.43K ﹤0.01%
102
307
$2.43K ﹤0.01%
7
308
$2.42K ﹤0.01%
25
+3
309
$2.42K ﹤0.01%
250
310
$2.38K ﹤0.01%
55
311
$2.37K ﹤0.01%
12
312
$2.37K ﹤0.01%
22
313
$2.37K ﹤0.01%
69
314
$2.35K ﹤0.01%
32
315
$2.33K ﹤0.01%
18
316
$2.25K ﹤0.01%
35
317
$2.23K ﹤0.01%
+93
318
$2.21K ﹤0.01%
15
319
$2.19K ﹤0.01%
35
320
$2.18K ﹤0.01%
24
-31
321
$2.18K ﹤0.01%
46
322
$2.13K ﹤0.01%
47
323
$2.1K ﹤0.01%
5
324
$2.02K ﹤0.01%
17
325
$2.01K ﹤0.01%
32
11 12
13
14 15