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
426
$237 ﹤0.01%
2
427
$232 ﹤0.01%
5
428
$226 ﹤0.01%
12
429
$192 ﹤0.01%
4
430
$185 ﹤0.01%
8
431
$171 ﹤0.01%
+15
432
$119 ﹤0.01%
32
433
$113 ﹤0.01%
100
434
$107 ﹤0.01%
5
435
$96 ﹤0.01%
2
436
$88 ﹤0.01%
20
+17
437
$76 ﹤0.01%
3
438
$67 ﹤0.01%
+1
439
$52 ﹤0.01%
1
440
$46 ﹤0.01%
+12
441
$45 ﹤0.01%
1
442
$32 ﹤0.01%
+1
443
$32 ﹤0.01%
8
-1,048
444
$29 ﹤0.01%
4
445
$28 ﹤0.01%
1
-134
446
$25 ﹤0.01%
4
447
$23 ﹤0.01%
5
448
$17 ﹤0.01%
+1
449
$14 ﹤0.01%
1
450
$11 ﹤0.01%
1
16 17
18
19 20