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
$139M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$219K
3
+$195K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$185K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$120K

Top Sells

1
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12K 0.01%
264
27
$12K 0.01%
200
28
$11K 0.01%
+49
29
$11K 0.01%
200
30
$9K 0.01%
150
31
$8K 0.01%
+247
32
$8K 0.01%
150
33
$7K 0.01%
125
34
$6K ﹤0.01%
57
35
$5K ﹤0.01%
97
36
$4K ﹤0.01%
50
37
$4K ﹤0.01%
+228
38
$2K ﹤0.01%
100
39
$1K ﹤0.01%
+26
40
$1K ﹤0.01%
+78
41
$1K ﹤0.01%
+10
42
$0 ﹤0.01%
+1
1
2