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
$298M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.08M
3
+$913K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$882K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$861K

Top Sells

1
+$98.1K
2
+$84.3K
3
+$46.2K
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$45.3K
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$41.6K

Sector Composition

1 Financials 1.44%
2 Technology 1.03%
3 Industrials 0.76%
4 Healthcare 0.61%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.4M 10.88%
254,011
+8,813
2
$32.3M 10.85%
88,308
+1,947
3
$22.9M 7.68%
285,075
+13,423
4
$21.7M 7.27%
202,846
+8,550
5
$21.7M 7.27%
479,434
+16,997
6
$21.2M 7.11%
36,157
+994
7
$17.8M 5.98%
372,555
+17,834
8
$17.1M 5.75%
502,211
+25,229
9
$16.4M 5.49%
284,596
+15,333
10
$14.4M 4.84%
60,040
+1,738
11
$14M 4.7%
53,010
+1,571
12
$10.8M 3.61%
244,519
+8,994
13
$9.89M 3.32%
49,914
+1,333
14
$9.81M 3.29%
60,656
+1,512
15
$8.65M 2.9%
443,290
+18,196
16
$1.42M 0.48%
27,678
-1,648
17
$1.27M 0.43%
5,060
+248
18
$995K 0.33%
1,846
+347
19
$978K 0.33%
1,605
+535
20
$915K 0.31%
2,019
-3
21
$749K 0.25%
8,521
-137
22
$721K 0.24%
17,210
-24
23
$690K 0.23%
9,817
+60
24
$583K 0.2%
990
-20
25
$575K 0.19%
1,137
+13
1
2 3 4 5