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
201
$7.24K ﹤0.01%
70
202
$7.04K ﹤0.01%
64
203
$6.83K ﹤0.01%
80
204
$6.71K ﹤0.01%
66
205
$6.71K ﹤0.01%
100
+80
206
$6.7K ﹤0.01%
588
207
$6.68K ﹤0.01%
82
208
$6.68K ﹤0.01%
152
209
$6.65K ﹤0.01%
46
210
$6.64K ﹤0.01%
165
211
$6.63K ﹤0.01%
63
212
$6.59K ﹤0.01%
115
+15
213
$6.57K ﹤0.01%
48
214
$6.54K ﹤0.01%
71
215
$6.48K ﹤0.01%
200
216
$6.34K ﹤0.01%
650
-200
217
$6.25K ﹤0.01%
28
218
$6.24K ﹤0.01%
36
219
$6.21K ﹤0.01%
291
220
$6.09K ﹤0.01%
60
221
$5.91K ﹤0.01%
26
222
$5.9K ﹤0.01%
33
223
$5.86K ﹤0.01%
60
224
$5.82K ﹤0.01%
23
225
$5.8K ﹤0.01%
34
7 8
9
10 11