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
$146M
AUM Growth
+$7.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$18.2M
3
+$157K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$148K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$137K

Top Sells

1
+$18.3M
2
+$61.9K
3
+$9.04K

Sector Composition

1 Communication Services 0.07%
2 Materials 0.07%
3 Financials 0.04%
4 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.9M 14.33%
+417,008
2
$18.2M 12.52%
+372,396
3
$14.6M 10.02%
215,712
+561
4
$14.6M 10.01%
203,963
+753
5
$12.6M 8.62%
133,918
+1,670
6
$11.4M 7.83%
29,198
+348
7
$10.5M 7.18%
75,254
-65
8
$8.45M 5.8%
96,269
+1,561
9
$8.27M 5.68%
145,263
+2,602
10
$6.79M 4.66%
165,789
+1,630
11
$6.6M 4.53%
112,249
+991
12
$6.3M 4.33%
287,461
+1,783
13
$3.5M 2.4%
49,254
-872
14
$2.77M 1.9%
86,386
+1,757
15
$109K 0.07%
2,163
16
$53K 0.04%
377
17
$31K 0.02%
552
18
$29K 0.02%
605
19
$28K 0.02%
552
20
$17K 0.01%
200
21
$14K 0.01%
264
22
$13K 0.01%
750
23
– –
-377,437