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
126
$22.8K 0.01%
100
127
$22.1K 0.01%
194
+130
128
$20.8K 0.01%
65
+25
129
$20.4K 0.01%
736
+450
130
$19.8K 0.01%
1,236
131
$19.7K 0.01%
410
132
$19.2K 0.01%
68
133
$18.8K 0.01%
1,000
134
$18.5K 0.01%
90
135
$18.5K 0.01%
38
136
$18K 0.01%
284
137
$17.8K 0.01%
344
138
$17.6K 0.01%
1,440
139
$17.4K 0.01%
170
140
$17.4K 0.01%
800
141
$17.3K 0.01%
83
142
$17.2K 0.01%
250
143
$17.1K 0.01%
182
144
$16.9K 0.01%
1,276
-610
145
$16.5K 0.01%
45
146
$16.3K 0.01%
244
+164
147
$16K 0.01%
210
148
$15.7K 0.01%
41
+5
149
$15.5K 0.01%
86
150
$15.4K 0.01%
267
4 5
6
7 8