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
126
$43.1K 0.01%
1,374
127
$43K 0.01%
755
128
$42.3K 0.01%
313
+45
129
$41.3K 0.01%
545
130
$40.7K 0.01%
701
131
$40.3K 0.01%
313
132
$39.9K 0.01%
1,224
133
$39.5K 0.01%
10,000
+1,500
134
$39.3K 0.01%
222
-10
135
$39K 0.01%
3,201
136
$38.9K 0.01%
290
+1
137
$38.6K 0.01%
341
+110
138
$37.5K 0.01%
750
139
$36K 0.01%
474
+2
140
$35.3K 0.01%
1,036
-200
141
$35.3K 0.01%
1,524
142
$35K 0.01%
871
143
$34.8K 0.01%
666
+1
144
$34.8K 0.01%
33
+10
145
$34.5K 0.01%
125
146
$33.8K 0.01%
1,000
+200
147
$32.4K 0.01%
1,092
148
$31.9K 0.01%
574
149
$31.7K 0.01%
844
+85
150
$31.3K 0.01%
1,000
+200
4 5
6
7 8