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
351
$1.51K ﹤0.01%
12
352
$1.49K ﹤0.01%
25
353
$1.48K ﹤0.01%
88
354
$1.45K ﹤0.01%
24
355
$1.45K ﹤0.01%
21
356
$1.42K ﹤0.01%
20
357
$1.39K ﹤0.01%
7
358
$1.38K ﹤0.01%
4
359
$1.38K ﹤0.01%
402
+200
360
$1.38K ﹤0.01%
44
361
$1.35K ﹤0.01%
17
362
$1.32K ﹤0.01%
26
363
$1.29K ﹤0.01%
18
364
$1.28K ﹤0.01%
12
365
$1.26K ﹤0.01%
12
366
$1.26K ﹤0.01%
77
367
$1.25K ﹤0.01%
8
368
$1.25K ﹤0.01%
9
369
$1.24K ﹤0.01%
12
370
$1.21K ﹤0.01%
20
371
$1.19K ﹤0.01%
15
372
$1.18K ﹤0.01%
67
373
$1.16K ﹤0.01%
+20
374
$1.14K ﹤0.01%
24
375
$1.09K ﹤0.01%
10
-94
13 14
15
16 17