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
151
$11.9K 0.01%
170
152
$11.8K 0.01%
500
153
$11.8K 0.01%
60
154
$11.7K 0.01%
547
155
$11.7K 0.01%
222
156
$11.5K 0.01%
45
157
$11.5K 0.01%
96
158
$11.1K ﹤0.01%
121
-42
159
$11K ﹤0.01%
40
160
$11K ﹤0.01%
149
161
$10.9K ﹤0.01%
200
162
$10.8K ﹤0.01%
150
163
$10.7K ﹤0.01%
63
164
$10.6K ﹤0.01%
104
165
$10.5K ﹤0.01%
600
166
$10.4K ﹤0.01%
+127
167
$10.2K ﹤0.01%
242
168
$10.1K ﹤0.01%
282
169
$10K ﹤0.01%
47
170
$9.94K ﹤0.01%
1,000
171
$9.88K ﹤0.01%
122
172
$9.76K ﹤0.01%
525
173
$9.76K ﹤0.01%
41
174
$9.74K ﹤0.01%
225
-675
175
$9.72K ﹤0.01%
150
-3
5 6
7
8 9