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
$229M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$964K
2
+$692K
3
+$678K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$653K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$620K

Top Sells

1
+$199K
2
+$103K
3
+$101K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$76.4K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$57.1K

Sector Composition

1 Financials 0.96%
2 Technology 0.56%
3 Healthcare 0.55%
4 Consumer Discretionary 0.35%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$115K 0.05%
1,453
52
$114K 0.05%
520
53
$114K 0.05%
2,272
-600
54
$111K 0.05%
1,085
-39
55
$110K 0.05%
670
-200
56
$107K 0.05%
1,925
57
$105K 0.05%
2,450
58
$105K 0.05%
3,525
+99
59
$97K 0.04%
980
60
$92.4K 0.04%
2,814
-243
61
$91.9K 0.04%
586
+324
62
$87K 0.04%
2,250
63
$86.4K 0.04%
1,037
-6
64
$85.1K 0.04%
1,124
65
$83.9K 0.04%
223
66
$81.9K 0.04%
2,444
-125
67
$74.4K 0.03%
4,500
68
$73.8K 0.03%
1,957
+200
69
$72.5K 0.03%
2,826
-48
70
$71.5K 0.03%
285
71
$70.6K 0.03%
415
-50
72
$67.7K 0.03%
875
73
$66.2K 0.03%
254
-35
74
$62.2K 0.03%
3,528
75
$60.5K 0.03%
204
-21
1 2
3
4 5