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
101
$36.8K 0.01%
81
102
$36.4K 0.01%
800
103
$36.3K 0.01%
1,600
104
$36K 0.01%
313
-2
105
$33.3K 0.01%
764
+5
106
$32.9K 0.01%
425
-450
107
$32.6K 0.01%
550
108
$32.1K 0.01%
178
109
$31.6K 0.01%
750
110
$28.8K 0.01%
361
111
$28.8K 0.01%
+580
112
$27.8K 0.01%
184
113
$27.5K 0.01%
329
114
$27.4K 0.01%
224
-19
115
$27K 0.01%
1,533
116
$25.7K 0.01%
33
117
$25.2K 0.01%
50
118
$24.1K 0.01%
256
119
$23.9K 0.01%
310
120
$23.7K 0.01%
155
121
$23.5K 0.01%
445
122
$23.3K 0.01%
+800
123
$23.3K 0.01%
133
+105
124
$23.1K 0.01%
+503
125
$23.1K 0.01%
404
3 4
5
6 7