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
451
$239 ﹤0.01%
9
452
$237 ﹤0.01%
2
453
$232 ﹤0.01%
5
454
$196 ﹤0.01%
32
455
$186 ﹤0.01%
4
456
$185 ﹤0.01%
+10
457
$166 ﹤0.01%
8
458
$158 ﹤0.01%
+12
459
$149 ﹤0.01%
2
460
$146 ﹤0.01%
100
461
$93 ﹤0.01%
5
462
$92 ﹤0.01%
1
463
$88 ﹤0.01%
13
464
$80 ﹤0.01%
2
465
$70 ﹤0.01%
3
466
$61 ﹤0.01%
12
467
$53 ﹤0.01%
1
468
$46 ﹤0.01%
1
-121
469
$45 ﹤0.01%
5
470
$40 ﹤0.01%
4
471
$36 ﹤0.01%
1
472
$17 ﹤0.01%
1
473
$16 ﹤0.01%
4
474
$13 ﹤0.01%
3
475
$13 ﹤0.01%
1
17 18
19
20 21