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
476
$257 ﹤0.01%
5
477
$255 ﹤0.01%
2
478
$250 ﹤0.01%
3
479
$242 ﹤0.01%
5
480
$223 ﹤0.01%
8
481
$216 ﹤0.01%
12
482
$212 ﹤0.01%
+9
483
$211 ﹤0.01%
7
484
$178 ﹤0.01%
4
485
$166 ﹤0.01%
13
486
$164 ﹤0.01%
100
487
$164 ﹤0.01%
3
488
$140 ﹤0.01%
1
489
$127 ﹤0.01%
32
490
$124 ﹤0.01%
5
491
$121 ﹤0.01%
2
492
$85 ﹤0.01%
20
493
$78 ﹤0.01%
3
494
$70 ﹤0.01%
50
495
$64 ﹤0.01%
1
496
$54 ﹤0.01%
1
497
$44 ﹤0.01%
6
498
$33 ﹤0.01%
+1
499
$30 ﹤0.01%
1
500
$25 ﹤0.01%
14
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20
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