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
$253M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.75M
3
+$1.57M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.07M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$910K

Top Sells

1
+$432K
2
+$355K
3
+$264K
4
FELG icon
Fidelity Enhanced Large Cap Growth ETF
FELG
+$170K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$152K

Sector Composition

1 Financials 1.1%
2 Healthcare 0.56%
3 Technology 0.52%
4 Industrials 0.44%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$128K 0.05%
2,450
52
$128K 0.05%
670
53
$124K 0.05%
+2,465
54
$121K 0.05%
515
-5
55
$121K 0.05%
+465
56
$116K 0.05%
445
-45
57
$108K 0.04%
1,353
-100
58
$97.4K 0.04%
2,206
-66
59
$96.2K 0.04%
2,250
60
$95.7K 0.04%
980
61
$95.2K 0.04%
1,091
-33
62
$94.8K 0.04%
1,478
-853
63
$90K 0.04%
4,500
64
$86K 0.03%
1,037
65
$85K 0.03%
2,349
-2,427
66
$84.6K 0.03%
481
+12
67
$82.6K 0.03%
2,368
-76
68
$81.1K 0.03%
2,481
-333
69
$77.1K 0.03%
285
70
$75.8K 0.03%
269
+65
71
$75.2K 0.03%
375
-40
72
$73.4K 0.03%
2,905
+79
73
$70.9K 0.03%
+666
74
$69.5K 0.03%
1,655
-302
75
$64.9K 0.03%
731
+610
1 2
3
4 5