IWMWV
Ironwood Wealth Management (West Virginia) Portfolio holdings
AUM
$212M
This Quarter Return
+4.94%
1 Year Return
+8.07%
3 Year Return
+27.35%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+10%)
Cap. Flow
+$6.65M
Cap. Flow
% of AUM
4.77%
Top 10 Holdings %
Top 10 Hldgs %
95.36%
Holding
42
New
12
Increased
10
Reduced
1
Closed
–
Top Buys
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$418K |
Sector Composition
| 1 | Communication Services | 0.09% |
| 2 | Materials | 0.09% |
| 3 | Financials | 0.07% |
| 4 | Industrials | 0.07% |
| 5 | Consumer Discretionary | 0.03% |
