IWMWV
Ironwood Wealth Management (West Virginia) Portfolio holdings
AUM
$212M
This Quarter Return
+6.96%
1 Year Return
+8.07%
3 Year Return
+27.35%
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
(+23%)
Cap. Flow
+$19M
Cap. Flow
% of AUM
11.15%
Top 10 Holdings %
Top 10 Hldgs %
83.54%
Holding
24
New
1
Increased
8
Reduced
7
Closed
–
Top Buys
| 1 |
Invesco Senior Loan ETF
BKLN
|
$19.8M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$135K |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$135K |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$98.9K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$98.1K |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$576K |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$202K |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
$184K |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$150K |
| 5 |
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% |
