IWMWV

Ironwood Wealth Management (West Virginia) Portfolio holdings

AUM $218M
1-Year Est. Return 7.14%
This Quarter Est. Return
1 Year Est. Return
+7.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.34M
3
+$5.73M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.86M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$242K

Top Sells

1
+$6.61M
2
+$6.18M
3
+$5.91M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$402K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$23.7K

Sector Composition

1 Communication Services 0.1%
2 Materials 0.09%
3 Financials 0.04%
4 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6K ﹤0.01%
125
27
$6K ﹤0.01%
57
-58,730
28
$5K ﹤0.01%
97
-162
29
$4K ﹤0.01%
+50
30
$1K ﹤0.01%
+100
31
– –
-92,612
32
– –
-200
33
– –
-100
34
– –
-75
1
2