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
$167M
AUM Growth
-$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$519K
2
+$314K
3
+$251K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$87.5K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$62.5K

Top Sells

1
+$549K
2
+$126K
3
+$101K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$87K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$83.8K

Sector Composition

1 Materials 0.05%
2 Communication Services 0.04%
3 Financials 0.03%
4 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.9M 11.88%
397,608
-1,738
2
$19.7M 11.78%
944,881
+12,017
3
$17.6M 10.5%
356,819
-1,093
4
$15.2M 9.09%
207,381
-1,714
5
$14.4M 8.61%
200,989
+244
6
$12.5M 7.44%
136,111
+683
7
$12.4M 7.39%
29,026
-236
8
$11M 6.59%
72,876
-553
9
$9.3M 5.56%
98,255
-374
10
$8.57M 5.12%
76,086
+2,791
11
$7.06M 4.22%
286,150
-561
12
$6.75M 4.03%
279,933
+1,021
13
$5.74M 3.43%
85,629
+7,742
14
$4.02M 2.4%
47,146
+24
15
$3.03M 1.81%
92,513
+2,672
16
$68.8K 0.04%
2,163
17
$55.5K 0.03%
377
18
$40.7K 0.02%
552
19
$27.5K 0.02%
552
20
$22.7K 0.01%
200
21
$14.4K 0.01%
750
22
$13.2K 0.01%
264
23
– –
-8,365