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
176
$10.5K ﹤0.01%
122
177
$10.3K ﹤0.01%
237
+85
178
$10.2K ﹤0.01%
189
-11
179
$10.1K ﹤0.01%
30
180
$10.1K ﹤0.01%
225
181
$10K ﹤0.01%
60
182
$9.96K ﹤0.01%
32
183
$9.81K ﹤0.01%
191
184
$9.72K ﹤0.01%
28
185
$9.59K ﹤0.01%
85
186
$9.4K ﹤0.01%
38
+30
187
$9.31K ﹤0.01%
200
188
$9.22K ﹤0.01%
286
189
$9.01K ﹤0.01%
915
190
$8.99K ﹤0.01%
70
191
$8.88K ﹤0.01%
36
192
$8.87K ﹤0.01%
700
193
$8.68K ﹤0.01%
204
194
$8.65K ﹤0.01%
222
195
$8.53K ﹤0.01%
47
196
$8.47K ﹤0.01%
150
197
$8.37K ﹤0.01%
51
198
$8.28K ﹤0.01%
41
199
$8.24K ﹤0.01%
33
+25
200
$7.99K ﹤0.01%
125
6 7
8
9 10