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
401
$1.74K ﹤0.01%
53
402
$1.62K ﹤0.01%
32
403
$1.6K ﹤0.01%
20
404
$1.59K ﹤0.01%
300
405
$1.58K ﹤0.01%
18
406
$1.55K ﹤0.01%
9
407
$1.54K ﹤0.01%
39
408
$1.54K ﹤0.01%
50
409
$1.45K ﹤0.01%
25
410
$1.44K ﹤0.01%
15
411
$1.44K ﹤0.01%
26
412
$1.39K ﹤0.01%
12
413
$1.33K ﹤0.01%
20
414
$1.32K ﹤0.01%
7
415
$1.31K ﹤0.01%
4
416
$1.31K ﹤0.01%
12
417
$1.3K ﹤0.01%
42
418
$1.26K ﹤0.01%
88
419
$1.23K ﹤0.01%
24
420
$1.22K ﹤0.01%
12
+2
421
$1.2K ﹤0.01%
17
422
$1.16K ﹤0.01%
50
423
$1.15K ﹤0.01%
10
424
$1.15K ﹤0.01%
21
425
$1.06K ﹤0.01%
15
15 16
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18 19