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
$203M
AUM Growth
-$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$761K
3
+$716K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$680K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$273K

Top Sells

1
+$11.8M
2
+$367K
3
+$275K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$87K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$58.9K

Sector Composition

1 Financials 0.05%
2 Materials 0.04%
3 Communication Services 0.02%
4 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.9M 11.29%
1,084,338
+33,954
2
$22.4M 11.05%
444,147
+13,491
3
$19.8M 9.78%
399,608
+15,344
4
$18.6M 9.16%
203,387
-4
5
$16.5M 8.13%
145,637
-769
6
$16M 7.9%
27,453
-472
7
$13.3M 6.55%
70,558
-153
8
$12.8M 6.31%
92,318
-2,648
9
$12.5M 6.17%
142,733
+1,353
10
$11.2M 5.52%
+88,739
11
$7.89M 3.89%
312,586
+10,801
12
$7.89M 3.89%
295,112
+6,404
13
$7.47M 3.69%
97,860
+2,423
14
$4.53M 2.24%
34,524
+172
15
$4.45M 2.19%
93,970
-1,244
16
$4.29M 2.12%
48,510
+806
17
$111K 0.05%
377
18
$40.1K 0.02%
552
19
$35.4K 0.02%
936
-565
20
$21.3K 0.01%
552
21
$20.4K 0.01%
200
22
$15.1K 0.01%
264
23
– –
-84,017