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
401
$738 ﹤0.01%
+15
402
$729 ﹤0.01%
12
403
$702 ﹤0.01%
47
404
$675 ﹤0.01%
7
405
$629 ﹤0.01%
72
-1
406
$616 ﹤0.01%
61
407
$614 ﹤0.01%
9
408
$542 ﹤0.01%
5
409
$537 ﹤0.01%
+35
410
$490 ﹤0.01%
5
411
$468 ﹤0.01%
300
412
$437 ﹤0.01%
3
-4
413
$433 ﹤0.01%
15
414
$429 ﹤0.01%
11
415
$404 ﹤0.01%
6
416
$393 ﹤0.01%
8
417
$286 ﹤0.01%
2
418
$283 ﹤0.01%
13
419
$271 ﹤0.01%
8
420
$269 ﹤0.01%
4
421
$268 ﹤0.01%
9
422
$251 ﹤0.01%
3
423
$246 ﹤0.01%
5
424
$245 ﹤0.01%
3
+1
425
$237 ﹤0.01%
9
15 16
17
18 19