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
376
$1.08K ﹤0.01%
+20
377
$1.06K ﹤0.01%
15
378
$1.04K ﹤0.01%
26
379
$1.03K ﹤0.01%
26
380
$1.03K ﹤0.01%
5
381
$1.02K ﹤0.01%
8
382
$1.02K ﹤0.01%
7
383
$1.01K ﹤0.01%
16
+1
384
$1K ﹤0.01%
36
385
$989 ﹤0.01%
34
386
$979 ﹤0.01%
6
387
$973 ﹤0.01%
8
388
$968 ﹤0.01%
10
389
$957 ﹤0.01%
2
390
$955 ﹤0.01%
25
391
$953 ﹤0.01%
10
392
$903 ﹤0.01%
109
393
$894 ﹤0.01%
32
394
$893 ﹤0.01%
+9
395
$892 ﹤0.01%
14
396
$886 ﹤0.01%
120
397
$856 ﹤0.01%
294
398
$850 ﹤0.01%
51
+1
399
$764 ﹤0.01%
189
400
$758 ﹤0.01%
9
14 15
16
17 18