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
76
$64.7K 0.03%
3,528
77
$63.7K 0.03%
262
78
$63.6K 0.03%
2,136
-1,389
79
$63K 0.02%
142
-161
80
$59.3K 0.02%
+2,000
81
$58.5K 0.02%
285
82
$57.3K 0.02%
225
+90
83
$55.6K 0.02%
421
84
$52.7K 0.02%
72
85
$52K 0.02%
678
86
$50.9K 0.02%
584
87
$50.5K 0.02%
871
88
$49K 0.02%
254
89
$49K 0.02%
971
90
$48.4K 0.02%
273
+45
91
$48.2K 0.02%
836
+2
92
$47.9K 0.02%
1,374
-46
93
$46.2K 0.02%
126
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94
$45.4K 0.02%
125
95
$45.2K 0.02%
500
96
$42.9K 0.02%
1,000
97
$41.8K 0.02%
420
98
$41K 0.02%
701
+150
99
$40.1K 0.02%
740
100
$38.6K 0.02%
642
+420
2 3
4
5 6