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
26
$566K 0.19%
1,379
+35
27
$543K 0.18%
1,288
+582
28
$477K 0.16%
3,296
+822
29
$471K 0.16%
3,506
+2,919
30
$437K 0.15%
7,395
+2,465
31
$350K 0.12%
7,019
-478
32
$309K 0.1%
7,152
-4
33
$299K 0.1%
1,784
+70
34
$293K 0.1%
4,701
-35
35
$279K 0.09%
1,165
+10
36
$278K 0.09%
4,456
+750
37
$272K 0.09%
1,608
38
$272K 0.09%
3,514
-85
39
$272K 0.09%
1,645
-226
40
$270K 0.09%
636
41
$265K 0.09%
2,300
+380
42
$260K 0.09%
2,915
-319
43
$252K 0.08%
2,346
-126
44
$245K 0.08%
845
+50
45
$241K 0.08%
7,848
-47
46
$239K 0.08%
2,622
+4
47
$237K 0.08%
2,288
+110
48
$218K 0.07%
3,876
+311
49
$213K 0.07%
1,126
+676
50
$213K 0.07%
404
+1
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2
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