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
151
$15.2K 0.01%
150
152
$15K 0.01%
62
+55
153
$14.9K 0.01%
88
154
$14.8K 0.01%
121
+110
155
$14.7K 0.01%
1,135
156
$14.4K 0.01%
355
+354
157
$14.2K 0.01%
125
+45
158
$14.1K 0.01%
3,000
159
$13.9K 0.01%
100
160
$13.9K 0.01%
75
161
$13.3K 0.01%
140
162
$13.2K 0.01%
13
+10
163
$13.1K 0.01%
72
+45
164
$12.9K 0.01%
+343
165
$12.6K 0.01%
144
-480
166
$12.3K ﹤0.01%
500
167
$12.3K ﹤0.01%
96
168
$12K ﹤0.01%
517
-2
169
$11.9K ﹤0.01%
42
170
$11.8K ﹤0.01%
1,000
171
$11.4K ﹤0.01%
150
172
$11.3K ﹤0.01%
83
+35
173
$10.7K ﹤0.01%
50
174
$10.6K ﹤0.01%
80
175
$10.6K ﹤0.01%
282
5 6
7
8 9