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
426
$601 ﹤0.01%
61
427
$587 ﹤0.01%
9
428
$562 ﹤0.01%
5
429
$552 ﹤0.01%
22
430
$549 ﹤0.01%
300
431
$496 ﹤0.01%
5
432
$482 ﹤0.01%
+15
433
$482 ﹤0.01%
8
434
$468 ﹤0.01%
+15
435
$429 ﹤0.01%
+5
436
$428 ﹤0.01%
15
437
$396 ﹤0.01%
9
438
$383 ﹤0.01%
11
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$373 ﹤0.01%
6
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$346 ﹤0.01%
+3
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$345 ﹤0.01%
+3
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$309 ﹤0.01%
+3
443
$295 ﹤0.01%
13
444
$295 ﹤0.01%
4
445
$274 ﹤0.01%
2
446
$259 ﹤0.01%
8
447
$247 ﹤0.01%
2
448
$247 ﹤0.01%
3
449
$244 ﹤0.01%
+3
450
$241 ﹤0.01%
5
16 17
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19 20