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
101
$29.8K 0.01%
50
102
$28.3K 0.01%
750
103
$27.8K 0.01%
256
+140
104
$27.3K 0.01%
361
105
$27K 0.01%
178
106
$25.7K 0.01%
1,533
107
$25.7K 0.01%
184
108
$25.7K 0.01%
329
109
$24.8K 0.01%
500
110
$23K 0.01%
1,886
111
$22.8K 0.01%
1,440
112
$22.7K 0.01%
1,236
113
$22.1K 0.01%
155
114
$22K 0.01%
243
-103
115
$20.9K 0.01%
800
116
$19.8K 0.01%
1,000
117
$19.4K 0.01%
445
118
$19.3K 0.01%
410
119
$19.2K 0.01%
33
120
$19.1K 0.01%
310
121
$18.7K 0.01%
100
122
$18.5K 0.01%
404
123
$18.3K 0.01%
+327
124
$18.1K 0.01%
210
125
$17.7K 0.01%
68
3 4
5
6 7