IWMWV
Ironwood Wealth Management (West Virginia) Portfolio holdings
AUM
$212M
This Quarter Return
+2.33%
1 Year Return
+8.07%
3 Year Return
+27.35%
5 Year Return
–
10 Year Return
–
AUM
$168M
AUM Growth
+$168M
(-1.8%)
Cap. Flow
-$1.45M
Cap. Flow
% of AUM
-0.87%
Top 10 Holdings %
Top 10 Hldgs %
83.55%
Holding
24
New
–
Increased
4
Reduced
11
Closed
–
Top Buys
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$90.7K |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$72.9K |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$38.4K |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
$17.3K |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$424K |
| 2 |
PGIM Ultra Short Bond ETF
PULS
|
$347K |
| 3 |
iShares Core S&P US Value ETF
IUSV
|
$273K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$153K |
| 5 |
Invesco Senior Loan ETF
BKLN
|
$122K |
Sector Composition
| 1 | Materials | 0.07% |
| 2 | Communication Services | 0.05% |
| 3 | Financials | 0.04% |
| 4 | Energy | 0.01% |
