IWMWV
Ironwood Wealth Management (West Virginia) Portfolio holdings
AUM
$212M
This Quarter Return
+4.84%
1 Year Return
+8.07%
3 Year Return
+27.35%
5 Year Return
–
10 Year Return
–
AUM
$212M
AUM Growth
+$212M
(+10%)
Cap. Flow
-$908K
Cap. Flow
% of AUM
-0.43%
Top 10 Holdings %
Top 10 Hldgs %
80.39%
Holding
22
New
–
Increased
6
Reduced
10
Closed
–
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$55.3K |
| 2 |
PGIM Ultra Short Bond ETF
PULS
|
$31.2K |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$17.1K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$9.03K |
| 5 |
Invesco Senior Loan ETF
BKLN
|
$8.63K |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$312K |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$292K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$155K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$120K |
| 5 |
iShares MSCI Intl Value Factor ETF
IVLU
|
$62.1K |
Sector Composition
| 1 | Financials | 0.06% |
| 2 | Materials | 0.04% |
| 3 | Communication Services | 0.02% |
| 4 | Energy | 0.01% |
