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
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
– –
-4
508
– –
-1
509
– –
-32
510
$0 ﹤0.01%
+1
511
– –
-25
512
– –
-4
513
– –
-1,806
514
– –
-11
515
– –
-4,500
516
– –
-175
517
– –
-21
518
– –
-42
519
– –
-2
520
– –
-2
521
– –
-750
522
– –
-125
523
– –
-64
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