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
1
$24.7M 10.78%
220,871
+8,633
2
$22.1M 9.66%
81,588
+2,557
3
$18.7M 8.18%
230,168
+7,241
4
$18.3M 7.98%
164,945
+5,404
5
$18.1M 7.91%
388,880
+11,666
6
$14.8M 6.48%
31,191
+1,162
7
$14.6M 6.38%
304,503
+14,151
8
$14.2M 6.21%
417,435
+19,198
9
$12.5M 5.47%
227,487
+11,268
10
$11.1M 4.87%
52,185
+2,221
11
$10.6M 4.66%
45,778
+1,740
12
$8.15M 3.57%
198,376
+13,797
13
$7.88M 3.45%
43,787
+1,393
14
$7.62M 3.33%
52,564
+1,923
15
$7.07M 3.09%
364,412
+15,449
16
$1.2M 0.52%
25,700
-412
17
$910K 0.4%
23,066
-48
18
$888K 0.39%
13,651
-54
19
$721K 0.32%
23,586
-6,520
20
$721K 0.32%
3,746
21
$614K 0.27%
1,167
-50
22
$527K 0.23%
1,207
+327
23
$514K 0.22%
1,441
-25
24
$492K 0.22%
10,005
-550
25
$432K 0.19%
905
-160
1
2 3 4 5