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
in Stake 		Capital Flow
1
$18.9M 14.03%
370,479
+66,015
2
$17.8M 13.21%
242,387
-2,468
3
$16M 11.9%
37,237
-4,630
4
$15.1M 11.16%
212,395
+11,597
5
$14.1M 10.49%
129,544
-26,324
6
$11.1M 8.22%
108,214
-20,564
7
$10.9M 8.08%
74,965
-5,948
8
$9.64M 7.15%
135,767
+2,286
9
$7.96M 5.9%
107,175
-1,306
10
$7.31M 5.42%
160,041
+21,971
11
$5.66M 4.2%
220,230
-4,403
12
$117K 0.09%
2,163
13
$63K 0.05%
377
14
$38K 0.03%
552
15
$32K 0.02%
552
16
$29K 0.02%
605
17
$15K 0.01%
750
18
$14K 0.01%
200
19
$11K 0.01%
264
20
$5K ﹤0.01%
49
-8
21
$5K ﹤0.01%
97
22
– –
-1
23
– –
-1,000
24
– –
-200
25
– –
-125
1
2