IHWM
Iron Horse Wealth Management Portfolio holdings
AUM
$339M
1-Year Return
10.59%
This Quarter Return
+6.31%
1 Year Return
+10.59%
3 Year Return
+29.11%
5 Year Return
–
10 Year Return
–
AUM
$339M
AUM Growth
+$27.5M
(+8.8%)
Cap. Flow
+$9.39M
Cap. Flow
% of AUM
2.77%
Top 10 Holdings %
Top 10 Hldgs %
70.17%
Holding
647
New
51
Increased
110
Reduced
72
Closed
56
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.87M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$732K |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$682K |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$622K |
| 5 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$546K |
Top Sells
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$73.2K |
| 2 |
Fidelity Total Bond ETF
FBND
|
+$60.1K |
| 3 |
Fidelity Quality Factor ETF
FQAL
|
+$56.3K |
| 4 |
JPMorgan Chase
JPM
|
+$50.7K |
| 5 |
Simplify Volatility Premium ETF
SVOL
|
+$49.1K |
Sector Composition
| 1 | Financials | 1.68% |
| 2 | Technology | 0.9% |
| 3 | Industrials | 0.75% |
| 4 | Healthcare | 0.57% |
| 5 | Consumer Staples | 0.44% |
