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
351
$2.85K ﹤0.01%
69
352
$2.85K ﹤0.01%
10
353
$2.83K ﹤0.01%
19
354
$2.82K ﹤0.01%
29
355
$2.77K ﹤0.01%
+102
356
$2.73K ﹤0.01%
17
357
$2.66K ﹤0.01%
70
358
$2.63K ﹤0.01%
135
359
$2.55K ﹤0.01%
12
360
$2.53K ﹤0.01%
83
-10
361
$2.52K ﹤0.01%
46
-10
362
$2.51K ﹤0.01%
5
363
$2.5K ﹤0.01%
52
364
$2.5K ﹤0.01%
27
+9
365
$2.5K ﹤0.01%
55
366
$2.49K ﹤0.01%
10
367
$2.49K ﹤0.01%
71
368
$2.47K ﹤0.01%
35
369
$2.47K ﹤0.01%
25
370
$2.44K ﹤0.01%
+29
371
$2.42K ﹤0.01%
45
+15
372
$2.41K ﹤0.01%
102
373
$2.37K ﹤0.01%
17
374
$2.35K ﹤0.01%
10
375
$2.34K ﹤0.01%
22
13 14
15
16 17