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
326
$2.38K ﹤0.01%
12
327
$2.36K ﹤0.01%
10
328
$2.36K ﹤0.01%
9
329
$2.31K ﹤0.01%
32
330
$2.27K ﹤0.01%
10
331
$2.25K ﹤0.01%
10
332
$2.21K ﹤0.01%
52
333
$2.2K ﹤0.01%
46
334
$2.2K ﹤0.01%
18
335
$2.18K ﹤0.01%
55
336
$2.14K ﹤0.01%
250
337
$2.08K ﹤0.01%
32
338
$2.06K ﹤0.01%
18
339
$1.99K ﹤0.01%
105
340
$1.97K ﹤0.01%
40
341
$1.97K ﹤0.01%
17
342
$1.96K ﹤0.01%
19
343
$1.95K ﹤0.01%
8
344
$1.92K ﹤0.01%
300
345
$1.92K ﹤0.01%
7
346
$1.92K ﹤0.01%
49
347
$1.91K ﹤0.01%
4
348
$1.89K ﹤0.01%
71
349
$1.87K ﹤0.01%
42
350
$1.86K ﹤0.01%
8
12 13
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15 16