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
176
$9.64K ﹤0.01%
85
177
$9.3K ﹤0.01%
184
-550
178
$9.19K ﹤0.01%
178
179
$9.17K ﹤0.01%
286
+29
180
$9.1K ﹤0.01%
30
181
$8.96K ﹤0.01%
50
182
$8.93K ﹤0.01%
191
183
$8.93K ﹤0.01%
80
184
$8.9K ﹤0.01%
700
185
$8.77K ﹤0.01%
75
186
$8.77K ﹤0.01%
+200
187
$8.73K ﹤0.01%
28
188
$8.72K ﹤0.01%
32
189
$8.57K ﹤0.01%
196
190
$8.23K ﹤0.01%
286
191
$8.2K ﹤0.01%
222
+200
192
$8.18K ﹤0.01%
101
193
$8.14K ﹤0.01%
204
194
$8.01K ﹤0.01%
166
195
$7.8K ﹤0.01%
915
196
$7.79K ﹤0.01%
51
197
$7.79K ﹤0.01%
+80
198
$7.64K ﹤0.01%
181
199
$7.61K ﹤0.01%
31
200
$7.59K ﹤0.01%
125
+100
6 7
8
9 10