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
326
$1.98K ﹤0.01%
71
327
$1.97K ﹤0.01%
49
328
$1.96K ﹤0.01%
242
329
$1.94K ﹤0.01%
19
330
$1.91K ﹤0.01%
11
331
$1.86K ﹤0.01%
37
332
$1.85K ﹤0.01%
+9
333
$1.84K ﹤0.01%
50
334
$1.84K ﹤0.01%
40
335
$1.82K ﹤0.01%
64
336
$1.82K ﹤0.01%
4
337
$1.81K ﹤0.01%
130
338
$1.8K ﹤0.01%
42
339
$1.74K ﹤0.01%
9
340
$1.73K ﹤0.01%
10
341
$1.72K ﹤0.01%
50
342
$1.68K ﹤0.01%
18
343
$1.64K ﹤0.01%
13
344
$1.64K ﹤0.01%
131
345
$1.63K ﹤0.01%
95
-10
346
$1.6K ﹤0.01%
42
347
$1.6K ﹤0.01%
32
348
$1.59K ﹤0.01%
10
349
$1.57K ﹤0.01%
25
350
$1.54K ﹤0.01%
56
12 13
14
15 16