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
101
$60.7K 0.02%
1,353
102
$58.9K 0.02%
262
103
$58.8K 0.02%
662
104
$57.2K 0.02%
+232
105
$57K 0.02%
631
+47
106
$56.9K 0.02%
1,950
107
$55.2K 0.02%
1,847
-68
108
$55.1K 0.02%
279
+196
109
$54.3K 0.02%
165
-37
110
$53K 0.02%
940
+200
111
$53K 0.02%
146
+10
112
$52.4K 0.02%
900
113
$51.7K 0.02%
1,620
114
$51K 0.02%
240
115
$50.4K 0.02%
2,127
116
$49.8K 0.02%
501
117
$49K 0.02%
971
118
$48.7K 0.02%
1,836
+1,000
119
$47.9K 0.02%
165
+48
120
$46.9K 0.02%
389
+283
121
$46.4K 0.02%
+1,313
122
$45.7K 0.02%
+582
123
$45.6K 0.02%
1,000
+200
124
$44.9K 0.02%
240
+189
125
$43.1K 0.01%
373
+279
3 4
5
6 7