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
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
– –
-1
508
– –
-33
509
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-25
510
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-4
511
– –
-1,806
512
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-11
513
– –
-4,500
514
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-175
515
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516
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-42
517
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-2
518
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-2
519
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-750
520
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-125
521
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-64
522
– –
-4
523
$0 ﹤0.01%
+1
17 18 19 20
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