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
$183M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$723K
3
+$502K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$466K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$339K

Top Sells

1
+$196K
2
+$134K
3
+$120K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$27.9K
5
VZ icon
Verizon
VZ
+$25.1K

Sector Composition

1 Materials 0.05%
2 Financials 0.04%
3 Communication Services 0.03%
4 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.5M 11.23%
968,590
+23,709
2
$20.4M 11.13%
404,336
+6,728
3
$18M 9.84%
363,386
+6,567
4
$17.3M 9.46%
205,787
-1,594
5
$15.7M 8.61%
200,633
-356
6
$15.1M 8.26%
144,432
+8,321
7
$13.8M 7.53%
28,775
-251
8
$12.4M 6.81%
71,748
-1,128
9
$10.3M 5.63%
98,444
+189
10
$10.2M 5.56%
81,911
+5,825
11
$7.58M 4.15%
285,901
-249
12
$7.18M 3.93%
284,574
+4,641
13
$6.68M 3.65%
92,047
+6,418
14
$3.85M 2.11%
47,065
-81
15
$3.59M 1.96%
95,241
+2,728
16
$69.8K 0.04%
377
17
$56.9K 0.03%
1,501
-662
18
$41.8K 0.02%
552
19
$29.6K 0.02%
552
20
$22.2K 0.01%
200
21
$15.6K 0.01%
750
22
$12.2K 0.01%
264