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
351
$1.86K ﹤0.01%
35
352
$1.85K ﹤0.01%
50
353
$1.83K ﹤0.01%
22
+17
354
$1.83K ﹤0.01%
64
355
$1.82K ﹤0.01%
25
356
$1.81K ﹤0.01%
52
357
$1.8K ﹤0.01%
11
358
$1.79K ﹤0.01%
50
359
$1.79K ﹤0.01%
37
360
$1.78K ﹤0.01%
5
361
$1.74K ﹤0.01%
9
362
$1.73K ﹤0.01%
11
363
$1.66K ﹤0.01%
47
364
$1.65K ﹤0.01%
130
365
$1.64K ﹤0.01%
13
366
$1.61K ﹤0.01%
12
367
$1.6K ﹤0.01%
32
368
$1.54K ﹤0.01%
25
369
$1.52K ﹤0.01%
56
370
$1.5K ﹤0.01%
17
371
$1.43K ﹤0.01%
20
372
$1.43K ﹤0.01%
77
373
$1.42K ﹤0.01%
21
374
$1.4K ﹤0.01%
10
375
$1.34K ﹤0.01%
18
13 14
15
16 17