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
26
$409K 0.18%
4,632
+3
27
$402K 0.18%
1,294
28
$387K 0.17%
14,836
-1,646
29
$292K 0.13%
5,822
-1,137
30
$289K 0.13%
4,906
+852
31
$285K 0.12%
3,629
32
$283K 0.12%
7,216
+400
33
$253K 0.11%
633
34
$250K 0.11%
2,502
35
$246K 0.11%
4,948
-8
36
$240K 0.11%
2,910
37
$225K 0.1%
1,505
38
$201K 0.09%
2,092
+395
39
$187K 0.08%
1,275
+241
40
$182K 0.08%
3,861
-255
41
$170K 0.07%
+6,463
42
$169K 0.07%
4,776
-6
43
$156K 0.07%
1,676
+1,584
44
$148K 0.06%
2,017
-15
45
$136K 0.06%
2,331
-79
46
$131K 0.06%
875
+80
47
$126K 0.05%
1,160
48
$124K 0.05%
303
+3
49
$118K 0.05%
490
50
$117K 0.05%
469
-17
1
2
3 4 5