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
$204M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$539K
3
+$464K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$394K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$159K

Top Sells

1
+$5.46M
2
+$269K
3
+$246K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$164K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$155K

Sector Composition

1 Financials 0.05%
2 Materials 0.05%
3 Communication Services 0.03%
4 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.1M 10.84%
1,050,384
+22,009
2
$21.7M 10.65%
430,656
+10,680
3
$19.3M 9.48%
203,391
-1,723
4
$19.1M 9.34%
384,264
+7,946
5
$17M 8.31%
146,406
-725
6
$16.1M 7.88%
27,925
-467
7
$13.9M 6.81%
70,711
-786
8
$12.9M 6.31%
141,380
-59,951
9
$12.5M 6.13%
94,966
-1,865
10
$11.8M 5.8%
84,017
-209
11
$8.45M 4.14%
288,708
-456
12
$7.78M 3.81%
95,437
-268
13
$7.71M 3.78%
301,785
+6,219
14
$4.66M 2.28%
+34,352
15
$4.45M 2.18%
47,704
+1
16
$4.35M 2.13%
95,214
-850
17
$104K 0.05%
377
18
$66.3K 0.03%
1,501
19
$48.3K 0.02%
552
20
$30.5K 0.02%
552
21
$22.9K 0.01%
200
22
$15.4K 0.01%
264
23
– –
-750