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
451
$607 ﹤0.01%
8
452
$601 ﹤0.01%
12
453
$595 ﹤0.01%
11
454
$576 ﹤0.01%
4
455
$569 ﹤0.01%
3
456
$560 ﹤0.01%
+13
457
$556 ﹤0.01%
294
458
$520 ﹤0.01%
12
459
$518 ﹤0.01%
6
460
$499 ﹤0.01%
12
461
$485 ﹤0.01%
26
462
$449 ﹤0.01%
3
463
$446 ﹤0.01%
16
464
$443 ﹤0.01%
5
465
$410 ﹤0.01%
109
466
$382 ﹤0.01%
6
467
$355 ﹤0.01%
39
468
$347 ﹤0.01%
15
469
$299 ﹤0.01%
2
470
$291 ﹤0.01%
+45
471
$291 ﹤0.01%
8
472
$288 ﹤0.01%
8
473
$278 ﹤0.01%
9
474
$267 ﹤0.01%
3
475
$260 ﹤0.01%
10
17 18
19
20 21