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
51
$207K 0.07%
940
-30
52
$198K 0.07%
666
-22
53
$196K 0.07%
1,520
+479
54
$196K 0.07%
485
+8
55
$195K 0.07%
3,866
+783
56
$195K 0.07%
3,327
57
$177K 0.06%
4,275
+1,040
58
$169K 0.06%
6,524
-22
59
$167K 0.06%
6,000
+2,000
60
$163K 0.05%
1,623
61
$159K 0.05%
702
-9
62
$153K 0.05%
1,903
-32
63
$136K 0.05%
485
64
$134K 0.04%
1,482
+420
65
$134K 0.04%
1,998
+666
66
$130K 0.04%
778
-99
67
$129K 0.04%
510
-20
68
$128K 0.04%
887
-54
69
$128K 0.04%
2,405
-45
70
$128K 0.04%
1,128
+678
71
$124K 0.04%
242
+100
72
$121K 0.04%
795
+94
73
$114K 0.04%
394
+65
74
$100K 0.03%
405
+90
75
$98.2K 0.03%
1,130
+46
1 2
3
4 5