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
151
$30.5K 0.01%
1,051
152
$28.8K 0.01%
162
+45
153
$28.3K 0.01%
236
+3
154
$28.3K 0.01%
372
+11
155
$28K 0.01%
644
156
$27.6K 0.01%
445
157
$26.6K 0.01%
215
+45
158
$25.9K 0.01%
65
159
$25.8K 0.01%
58
160
$25.5K 0.01%
33
161
$25.3K 0.01%
135
+45
162
$25.3K 0.01%
430
163
$25.2K 0.01%
382
+125
164
$25.2K 0.01%
155
165
$25.1K 0.01%
755
166
$24K 0.01%
547
167
$23.5K 0.01%
910
168
$23.4K 0.01%
2,640
+700
169
$23.4K 0.01%
300
170
$23.1K 0.01%
100
171
$22.9K 0.01%
329
172
$22.9K 0.01%
182
173
$22K 0.01%
75
+17
174
$21.9K 0.01%
90
175
$21.7K 0.01%
+51
5 6
7
8 9