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
1
$18M 12.93%
244,855
+2,516
2
$18M 12.91%
41,867
+122
3
$17.6M 12.63%
155,868
-3,696
4
$15.6M 11.2%
304,464
+4,264
5
$14.4M 10.37%
200,798
+1,672
6
$13M 9.33%
128,778
+915
7
$11.9M 8.57%
80,913
+55
8
$9.78M 7.02%
133,481
+2,663
9
$8.12M 5.83%
108,481
+1,608
10
$6.36M 4.56%
138,070
+2,117
11
$5.8M 4.16%
+224,633
12
$121K 0.09%
2,163
13
$64K 0.05%
650
14
$62K 0.04%
377
15
$57K 0.04%
+472
16
$43K 0.03%
552
17
$40K 0.03%
+291
18
$35K 0.03%
552
19
$29K 0.02%
+472
20
$28K 0.02%
605
21
$22K 0.02%
400
22
$22K 0.02%
+236
23
$18K 0.01%
750
24
$16K 0.01%
150
25
$15K 0.01%
1,000
1
2