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
326
$3.86K ﹤0.01%
18
327
$3.82K ﹤0.01%
20
328
$3.78K ﹤0.01%
6
329
$3.77K ﹤0.01%
4
330
$3.7K ﹤0.01%
96
+26
331
$3.65K ﹤0.01%
20
332
$3.65K ﹤0.01%
62
333
$3.65K ﹤0.01%
26
334
$3.57K ﹤0.01%
35
335
$3.48K ﹤0.01%
15
336
$3.46K ﹤0.01%
5
337
$3.42K ﹤0.01%
56
-348
338
$3.39K ﹤0.01%
69
+53
339
$3.28K ﹤0.01%
42
340
$3.26K ﹤0.01%
85
341
$3.24K ﹤0.01%
9
342
$3.21K ﹤0.01%
60
+20
343
$3.2K ﹤0.01%
1
344
$3.16K ﹤0.01%
24
345
$3.16K ﹤0.01%
55
346
$3.08K ﹤0.01%
+3
347
$2.99K ﹤0.01%
6
348
$2.92K ﹤0.01%
38
349
$2.87K ﹤0.01%
35
-20
350
$2.86K ﹤0.01%
26
+13
12 13
14
15 16