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
76
$59.8K 0.03%
285
+194
77
$53.8K 0.02%
262
78
$52.2K 0.02%
678
79
$51.4K 0.02%
624
80
$49.1K 0.02%
971
-34
81
$48.8K 0.02%
584
82
$47.8K 0.02%
871
-550
83
$47.5K 0.02%
72
-17
84
$45.9K 0.02%
421
85
$45.6K 0.02%
1,420
86
$41.4K 0.02%
420
-200
87
$40K 0.02%
834
88
$37.4K 0.02%
125
89
$37.1K 0.02%
1,000
90
$36.9K 0.02%
740
+240
91
$36.7K 0.02%
81
+77
92
$36.5K 0.02%
+800
93
$36.4K 0.02%
+1,600
94
$34.3K 0.02%
116
95
$33.8K 0.01%
550
+200
96
$33K 0.01%
315
97
$32.7K 0.01%
551
+200
98
$32.5K 0.01%
228
+65
99
$30.6K 0.01%
759
+15
100
$30K 0.01%
135
2 3
4
5 6