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
426
$1.05K ﹤0.01%
6
427
$994 ﹤0.01%
120
428
$994 ﹤0.01%
94
429
$981 ﹤0.01%
8
430
$973 ﹤0.01%
34
431
$946 ﹤0.01%
10
432
$939 ﹤0.01%
2
433
$919 ﹤0.01%
36
434
$912 ﹤0.01%
40
435
$886 ﹤0.01%
8
436
$880 ﹤0.01%
67
437
$860 ﹤0.01%
10
438
$860 ﹤0.01%
47
439
$841 ﹤0.01%
24
440
$838 ﹤0.01%
32
441
$837 ﹤0.01%
35
442
$823 ﹤0.01%
14
443
$817 ﹤0.01%
7
444
$816 ﹤0.01%
38
445
$813 ﹤0.01%
5
446
$801 ﹤0.01%
189
447
$795 ﹤0.01%
53
448
$773 ﹤0.01%
100
449
$703 ﹤0.01%
8
450
$618 ﹤0.01%
9
16 17
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19 20