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
401
$1.02K ﹤0.01%
8
402
$1.01K ﹤0.01%
10
403
$999 ﹤0.01%
34
404
$970 ﹤0.01%
109
405
$968 ﹤0.01%
8
406
$965 ﹤0.01%
12
407
$960 ﹤0.01%
7
408
$941 ﹤0.01%
10
409
$936 ﹤0.01%
2
410
$929 ﹤0.01%
32
411
$923 ﹤0.01%
15
412
$919 ﹤0.01%
36
413
$909 ﹤0.01%
202
+180
414
$907 ﹤0.01%
26
415
$888 ﹤0.01%
7
-1
416
$865 ﹤0.01%
10
417
$831 ﹤0.01%
73
418
$810 ﹤0.01%
5
419
$775 ﹤0.01%
12
420
$719 ﹤0.01%
47
421
$681 ﹤0.01%
50
+12
422
$673 ﹤0.01%
9
423
$657 ﹤0.01%
+20
424
$629 ﹤0.01%
15
425
$626 ﹤0.01%
7
15 16
17
18 19