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
$191M
AUM Growth
+$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$681K
2
+$396K
3
+$389K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$149K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$146K

Top Sells

1
+$125K
2
+$124K
3
+$108K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$77.4K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$36.8K

Sector Composition

1 Materials 0.09%
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
$21.1M 11.08%
1,000,871
+32,281
2
$20.7M 10.86%
412,069
+7,733
3
$18.4M 9.65%
371,373
+7,987
4
$17.9M 9.4%
204,374
-1,413
5
$16.3M 8.54%
200,180
-453
6
$15.4M 8.05%
144,766
+334
7
$14.9M 7.79%
28,535
-240
8
$12.9M 6.78%
71,321
-427
9
$11.5M 6.02%
97,531
-913
10
$10.6M 5.55%
83,084
+1,173
11
$8.04M 4.21%
286,561
+660
12
$7.2M 3.77%
289,554
+4,980
13
$6.97M 3.65%
94,018
+1,971
14
$4.63M 2.42%
47,330
+265
15
$3.88M 2.03%
95,463
+222
16
$82.3K 0.04%
377
17
$76.9K 0.04%
1,315
+763
18
$64.2K 0.03%
842
+290
19
$60.3K 0.03%
1,501
20
$30.7K 0.02%
544
+280
21
$26.6K 0.01%
200
22
$19.5K 0.01%
750