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
451
– –
-3
452
– –
-86
453
– –
-12
454
– –
-22
455
– –
0
456
– –
-84
457
– –
-170
458
– –
-15
459
– –
-75
460
– –
-48
461
– –
-178
462
– –
-125
463
– –
-650
464
– –
-3
465
– –
-47
466
– –
-52
467
– –
-28
468
– –
-185
469
– –
-15
470
– –
-149
471
– –
-1
472
– –
-13
473
– –
-84
474
– –
-525
475
– –
-300
17 18
19
20 21