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
301
$4.97K ﹤0.01%
251
302
$4.95K ﹤0.01%
100
303
$4.93K ﹤0.01%
47
304
$4.93K ﹤0.01%
95
305
$4.78K ﹤0.01%
291
306
$4.76K ﹤0.01%
131
307
$4.72K ﹤0.01%
12
308
$4.71K ﹤0.01%
+880
309
$4.63K ﹤0.01%
150
310
$4.6K ﹤0.01%
15
311
$4.53K ﹤0.01%
+465
312
$4.45K ﹤0.01%
228
313
$4.35K ﹤0.01%
149
314
$4.27K ﹤0.01%
139
315
$4.26K ﹤0.01%
23
316
$4.16K ﹤0.01%
8
317
$4.16K ﹤0.01%
200
-2,000
318
$4.14K ﹤0.01%
73
319
$4.13K ﹤0.01%
22
-12
320
$4.1K ﹤0.01%
149
321
$4.1K ﹤0.01%
60
+20
322
$4.05K ﹤0.01%
50
323
$3.94K ﹤0.01%
55
324
$3.94K ﹤0.01%
38
325
$3.92K ﹤0.01%
100
11 12
13
14 15