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
201
$7.97K ﹤0.01%
+45
202
$7.9K ﹤0.01%
166
203
$7.79K ﹤0.01%
46
204
$7.71K ﹤0.01%
200
205
$7.7K ﹤0.01%
181
206
$7.62K ﹤0.01%
31
207
$7.51K ﹤0.01%
600
208
$7.43K ﹤0.01%
60
209
$7.4K ﹤0.01%
101
210
$7.28K ﹤0.01%
100
211
$7.26K ﹤0.01%
63
212
$7.22K ﹤0.01%
74
+20
213
$7.1K ﹤0.01%
165
-77
214
$7.03K ﹤0.01%
588
215
$6.96K ﹤0.01%
1,200
216
$6.66K ﹤0.01%
23
217
$6.6K ﹤0.01%
60
218
$6.37K ﹤0.01%
48
219
$6.19K ﹤0.01%
124
-60
220
$6.13K ﹤0.01%
37
-56
221
$6.13K ﹤0.01%
113
+35
222
$6.09K ﹤0.01%
87
+55
223
$6.01K ﹤0.01%
157
224
$5.92K ﹤0.01%
34
225
$5.87K ﹤0.01%
291
7 8
9
10 11