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
$171M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$135K
3
+$135K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$98.9K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$98.1K

Top Sells

1
+$576K
2
+$202K
3
+$184K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$150K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$144K

Sector Composition

1 Materials 0.07%
2 Communication Services 0.05%
3 Financials 0.03%
4 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.5M 11.98%
407,572
-4,028
2
$19.8M 11.57%
+934,465
3
$18M 10.51%
364,890
-3,744
4
$15.9M 9.33%
213,773
-2,011
5
$14.9M 8.72%
202,446
-437
6
$13.6M 7.95%
134,763
+417
7
$11.8M 6.9%
29,531
+246
8
$11.4M 6.7%
74,889
-299
9
$8.67M 5.08%
67,070
+1,044
10
$8.21M 4.8%
98,252
+1,619
11
$7.17M 4.2%
290,965
+1,307
12
$7M 4.1%
280,108
+2,318
13
$5.6M 3.28%
75,319
+1,329
14
$4.26M 2.49%
47,444
-1,608
15
$3.14M 1.84%
87,716
+563
16
$615K 0.36%
9,337
-8,747
17
$90.4K 0.05%
2,163
18
$58.4K 0.03%
377
19
$41.3K 0.02%
552
20
$34.3K 0.02%
605
21
$32.3K 0.02%
552
22
$24K 0.01%
200
23
$16.5K 0.01%
264
24
$16.4K 0.01%
750