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
126
$17.4K 0.01%
344
127
$17.2K 0.01%
170
128
$17K 0.01%
182
129
$16.9K 0.01%
284
130
$16.8K 0.01%
90
131
$16.6K 0.01%
250
132
$15.8K 0.01%
185
133
$15.1K 0.01%
93
134
$14.7K 0.01%
3,000
135
$14.7K 0.01%
267
136
$14.5K 0.01%
1,135
137
$14.2K 0.01%
278
+7
138
$14.1K 0.01%
150
139
$13.9K 0.01%
88
140
$13.9K 0.01%
83
141
$13.4K 0.01%
38
142
$13.3K 0.01%
140
143
$12.9K 0.01%
100
144
$12.7K 0.01%
86
145
$12.6K 0.01%
522
146
$12.5K 0.01%
367
147
$12.5K 0.01%
36
148
$12.3K 0.01%
519
+10
149
$12.1K 0.01%
42
+29
150
$12.1K 0.01%
546
4 5
6
7 8