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
76
$97.5K 0.03%
1,117
77
$96.7K 0.03%
3,528
78
$95.1K 0.03%
980
79
$85.3K 0.03%
270
80
$84.3K 0.03%
252
81
$80.9K 0.03%
682
+2
82
$79.7K 0.03%
87
83
$79.4K 0.03%
2,424
-3
84
$77.9K 0.03%
1,724
85
$76.2K 0.03%
1,905
+170
86
$74.5K 0.03%
1,941
-29
87
$73.6K 0.02%
282
-7
88
$73.5K 0.02%
138
89
$73.3K 0.02%
2,935
+15
90
$72.7K 0.02%
2,203
-10
91
$70.3K 0.02%
277
-8
92
$70.3K 0.02%
120
+10
93
$68.9K 0.02%
362
+18
94
$66K 0.02%
136
+55
95
$65.5K 0.02%
283
+1
96
$62.7K 0.02%
286
+112
97
$62.1K 0.02%
2,728
-9
98
$62K 0.02%
557
99
$61.8K 0.02%
800
+200
100
$61K 0.02%
854
-96
2 3
4
5 6