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
$135M
AUM Growth
-$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$1M
3
+$822K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$162K

Top Sells

1
+$2.87M
2
+$2.11M
3
+$1.99M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$865K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$181K

Sector Composition

1 Communication Services 0.09%
2 Materials 0.08%
3 Financials 0.05%
4 Energy 0.01%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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