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
$198M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$581K
2
+$399K
3
+$261K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$245K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$151K

Top Sells

1
+$91.7K
2
+$80K
3
+$40K
4
DD icon
DuPont de Nemours
DD
+$23.4K
5
CTVA icon
Corteva
CTVA
+$14.6K

Sector Composition

1 Financials 0.05%
2 Materials 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
$21.7M 11%
1,028,375
+27,504
2
$21.2M 10.71%
419,976
+7,907
3
$18.7M 9.44%
376,318
+4,945
4
$18.4M 9.29%
205,114
+740
5
$17.1M 8.66%
201,331
+1,151
6
$16.2M 8.21%
147,131
+2,365
7
$15.9M 8.04%
28,392
-143
8
$13.2M 6.69%
71,497
+176
9
$12.7M 6.42%
96,831
-700
10
$10.9M 5.51%
84,226
+1,142
11
$8.22M 4.16%
289,164
+2,603
12
$7.41M 3.75%
295,566
+6,012
13
$7.38M 3.73%
95,705
+1,687
14
$4.31M 2.18%
47,703
+373
15
$4.06M 2.05%
96,064
+601
16
$90K 0.05%
377
17
$62K 0.03%
1,501
18
$44.6K 0.02%
552
-290
19
$28.9K 0.01%
552
-763
20
$22.8K 0.01%
200
21
$21.5K 0.01%
750
22
$13.8K 0.01%
264
-280