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
$143M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$126K
3
+$125K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$103K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$65.7K

Top Sells

1
+$63.8K
2
+$32.9K
3
+$16.4K

Sector Composition

1 Materials 0.09%
2 Communication Services 0.08%
3 Financials 0.06%
4 Energy 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.6M 13.71%
242,184
-203
2
$18.8M 13.15%
372,528
+2,049
3
$17.7M 12.41%
37,168
-69
4
$16.3M 11.43%
214,028
+1,633
5
$14.9M 10.41%
129,947
+403
6
$12.4M 8.71%
107,662
-552
7
$11.8M 8.25%
75,232
+267
8
$9.85M 6.89%
138,801
+3,034
9
$8.13M 5.69%
108,868
+1,693
10
$7.32M 5.12%
161,492
+1,451
11
$5.64M 3.95%
221,914
+1,684
12
$112K 0.08%
2,163
13
$62K 0.04%
377
14
$45K 0.03%
552
15
$35K 0.02%
605
16
$34K 0.02%
+539
17
$31K 0.02%
552
18
$23K 0.02%
+281
19
$16K 0.01%
750
20
$14K 0.01%
200
21
$12K 0.01%
264
22
$5K ﹤0.01%
97
23
$5K ﹤0.01%
49