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
26
$337K 0.13%
6,748
+1,800
27
$311K 0.12%
3,599
-30
28
$304K 0.12%
2,618
+116
29
$297K 0.12%
3,440
-1,192
30
$295K 0.12%
9,566
-14,020
31
$292K 0.12%
7,176
-40
32
$289K 0.11%
4,721
-185
33
$279K 0.11%
1,713
+208
34
$265K 0.1%
2,354
+678
35
$261K 0.1%
+535
36
$259K 0.1%
3,020
+110
37
$254K 0.1%
618
-15
38
$237K 0.09%
1,460
+185
39
$235K 0.09%
9,024
-5,812
40
$224K 0.09%
1,419
+833
41
$200K 0.08%
3,765
+3,487
42
$196K 0.08%
3,327
-534
43
$182K 0.07%
1,992
-100
44
$177K 0.07%
3,509
-2,313
45
$170K 0.07%
1,540
+380
46
$162K 0.06%
2,675
+750
47
$148K 0.06%
1,943
-74
48
$144K 0.06%
1,031
-54
49
$140K 0.06%
890
+15
50
$128K 0.05%
305
+82
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