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
-$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.24M
3
+$1.62M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$257K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$248K

Top Sells

1
+$3.77M
2
+$3.02M
3
+$1.37M
4
MPC icon
Marathon Petroleum
MPC
+$34K
5
CHCO icon
City Holding Co
CHCO
+$23K

Sector Composition

1 Materials 0.09%
2 Communication Services 0.08%
3 Financials 0.05%
4 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.3M 13.2%
377,437
+4,909
2
$16.3M 11.78%
215,151
+1,123
3
$15.8M 11.37%
203,210
-38,974
4
$14.3M 10.29%
132,248
+2,301
5
$13.1M 9.44%
28,850
-8,318
6
$11.7M 8.46%
75,319
+87
7
$10M 7.22%
94,708
-12,954
8
$9.5M 6.85%
142,661
+3,860
9
$7.73M 5.58%
111,258
+2,390
10
$7.27M 5.25%
285,678
+63,764
11
$7.22M 5.21%
164,159
+2,667
12
$3.83M 2.76%
+50,126
13
$3.24M 2.34%
+84,629
14
$110K 0.08%
2,163
15
$70K 0.05%
377
16
$41K 0.03%
552
17
$35K 0.03%
552
18
$32K 0.02%
605
19
$20K 0.01%
200
20
$17K 0.01%
750
21
$15K 0.01%
264
22
– –
-539
23
– –
-97
24
– –
-281
25
– –
-49