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
1
$17.3M 13.7%
159,564
-3,703
2
$16.8M 13.26%
242,339
-95,544
3
$16.6M 13.13%
41,745
-4
4
$15.4M 12.18%
300,200
+4,725
5
$13.7M 10.85%
+199,126
6
$11.6M 9.18%
127,863
-261
7
$11.4M 9.03%
80,858
+44,857
8
$9.19M 7.27%
130,818
+81,571
9
$7.7M 6.09%
106,873
+39,743
10
$6.23M 4.93%
135,953
+794
11
$126K 0.1%
2,163
12
$60K 0.05%
650
13
$53K 0.04%
377
14
$43K 0.03%
552
-300
15
$35K 0.03%
552
-300
16
$23K 0.02%
605
17
$21K 0.02%
400
18
$17K 0.01%
750
19
$15K 0.01%
+150
20
$13K 0.01%
1,000
+200
21
$12K 0.01%
264
22
$11K 0.01%
200
23
$10K 0.01%
200
+100
24
$9K 0.01%
150
+100
25
$8K 0.01%
150
1
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