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
1
$27.5M 10.87%
227,354
+6,483
2
$25M 9.9%
82,156
+568
3
$20.2M 7.99%
440,809
+51,929
4
$20.1M 7.95%
249,668
+19,500
5
$19.7M 7.79%
181,000
+16,055
6
$17.1M 6.75%
32,641
+1,450
7
$16.2M 6.4%
322,647
+18,144
8
$15.7M 6.19%
436,672
+19,237
9
$14.2M 5.62%
245,923
+18,436
10
$12.3M 4.88%
53,986
+1,801
11
$11.9M 4.71%
47,697
+1,919
12
$9.11M 3.6%
218,103
+19,727
13
$8.74M 3.45%
45,530
+1,743
14
$8.61M 3.4%
55,207
+2,643
15
$7.76M 3.07%
384,916
+20,504
16
$1.47M 0.58%
29,392
+3,692
17
$676K 0.27%
16,584
-6,482
18
$673K 0.27%
3,924
+178
19
$644K 0.25%
8,798
-4,853
20
$606K 0.24%
1,441
21
$579K 0.23%
1,205
-2
22
$577K 0.23%
1,167
23
$567K 0.22%
9,780
-225
24
$476K 0.19%
905
25
$463K 0.18%
1,344
+50
1
2 3 4 5