IWMWV
Ironwood Wealth Management (West Virginia) Portfolio holdings
AUM
$223M
1-Year Est. Return
10.7%
This Fund
S&P 500
1 Year Est. Return
+10.7%
AUM
$223M
AUM Growth
+$244K
(+0.11%)
Holding
32
Top Buys
| 1 | +$121K | |
| 2 | +$92.6K | |
| 3 | +$74.5K | |
| 4 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$64.2K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$45.4K |
Top Sells
| 1 | +$258K | |
| 2 | +$248K | |
| 3 | +$153K | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$137K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$117K |
Sector Composition
| 1 | Financials | 0.03% |
| 2 | Materials | 0.03% |
| 3 | Communication Services | 0.02% |
| 4 | Consumer Staples | 0.01% |
| 5 | Energy | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.4B
| $15.9K | 0.01% |
+192
|
|
||
27
Altria Group
MO
$119B
| $9.58K | ﹤0.01% |
+142
|
|
||
28
Duke Energy
DUK
$96.6B
| $7.18K | ﹤0.01% |
+54
|
|
||
29
Enbridge
ENB
$121B
| $5.23K | ﹤0.01% |
+96
|
|
||
30
Mondelez International
MDLZ
$79B
| $3.9K | ﹤0.01% |
+66
|
|
||
31
Vanguard Intermediate-Term Bond ETF
BIV
$28.3B
| $1.39K | ﹤0.01% |
+18
|
|
||
32
MetLife
MET
$50.2B
| – | – |
-14
|
|