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
376
$1.34K ﹤0.01%
88
377
$1.33K ﹤0.01%
24
378
$1.33K ﹤0.01%
131
379
$1.32K ﹤0.01%
26
380
$1.3K ﹤0.01%
44
381
$1.29K ﹤0.01%
4
382
$1.25K ﹤0.01%
67
383
$1.22K ﹤0.01%
7
384
$1.22K ﹤0.01%
294
385
$1.19K ﹤0.01%
12
386
$1.19K ﹤0.01%
11
387
$1.18K ﹤0.01%
9
388
$1.16K ﹤0.01%
20
389
$1.14K ﹤0.01%
25
390
$1.14K ﹤0.01%
24
391
$1.1K ﹤0.01%
26
392
$1.09K ﹤0.01%
8
393
$1.09K ﹤0.01%
242
394
$1.08K ﹤0.01%
15
395
$1.06K ﹤0.01%
12
396
$1.06K ﹤0.01%
189
397
$1.05K ﹤0.01%
120
398
$1.05K ﹤0.01%
6
399
$1.04K ﹤0.01%
14
400
$1.04K ﹤0.01%
15
14 15
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17 18