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
376
$2.29K ﹤0.01%
+15
377
$2.28K ﹤0.01%
20
378
$2.28K ﹤0.01%
49
379
$2.25K ﹤0.01%
105
+35
380
$2.24K ﹤0.01%
15
381
$2.19K ﹤0.01%
59
+12
382
$2.18K ﹤0.01%
46
383
$2.14K ﹤0.01%
44
384
$2.14K ﹤0.01%
3
385
$2.13K ﹤0.01%
126
386
$2.13K ﹤0.01%
19
387
$2.12K ﹤0.01%
130
388
$2.1K ﹤0.01%
37
389
$2.09K ﹤0.01%
18
390
$2.08K ﹤0.01%
45
391
$2.03K ﹤0.01%
64
392
$2.02K ﹤0.01%
32
393
$2.01K ﹤0.01%
95
394
$1.99K ﹤0.01%
82
395
$1.93K ﹤0.01%
10
396
$1.93K ﹤0.01%
40
397
$1.92K ﹤0.01%
77
398
$1.85K ﹤0.01%
10
399
$1.85K ﹤0.01%
360
400
$1.82K ﹤0.01%
56
14 15
16
17 18