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
$168M
AUM Growth
-$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$90.7K
2
+$72.9K
3
+$38.4K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$17.3K

Top Sells

1
+$424K
2
+$347K
3
+$273K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$153K
5
BKLN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.1M 11.96%
399,129
-8,443
2
$19.4M 11.55%
928,639
-5,826
3
$17.6M 10.48%
357,838
-7,052
4
$15.4M 9.18%
210,046
-3,727
5
$14.8M 8.81%
200,890
-1,556
6
$12.7M 7.55%
134,411
-352
7
$12.1M 7.19%
29,345
-186
8
$11.2M 6.65%
73,876
-1,013
9
$8.76M 5.22%
98,447
+195
10
$8.32M 4.96%
67,663
+593
11
$7.22M 4.3%
288,874
-2,091
12
$6.83M 4.07%
277,932
-2,176
13
$5.77M 3.44%
76,523
+1,204
14
$4.01M 2.39%
47,180
-264
15
$2.84M 1.7%
88,915
+1,199
16
$627K 0.37%
9,337
17
$85.4K 0.05%
2,163
18
$59.9K 0.04%
377
19
$38.4K 0.02%
552
20
$34.2K 0.02%
605
21
$30.2K 0.02%
552
22
$21.3K 0.01%
200
23
$17.2K 0.01%
750
24
$15.8K 0.01%
264