IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Fund
S&P 500
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
+$1.15M
2
+$1.1M
3
+$936K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$910K
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$903K

Top Sells

1
+$98.1K
2
+$87.7K
3
+$46.2K
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$45.3K
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$43.1K

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
501
$22 ﹤0.01%
12
502
$22 ﹤0.01%
5
503
$18 ﹤0.01%
+1
504
$17 ﹤0.01%
13
505
$15 ﹤0.01%
1
506
$2 ﹤0.01%
1
507
– –
-1
508
– –
-33
509
$0 ﹤0.01%
+1
510
– –
-25
511
– –
-4
512
– –
-175
513
– –
-21
514
– –
-42
515
– –
-2
516
– –
-2
517
– –
-750
518
– –
-125
519
– –
-64
520
– –
-4
521
– –
-1,806
522
– –
-11
523
– –
-4,500
17 18 19 20
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