IWMWV

Ironwood Wealth Management (West Virginia) Portfolio holdings

AUM $223M
1-Year Est. Return 10.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$6.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.51M
3
+$1.37M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$450K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$178K

Top Sells

1
+$1.61M
2
+$1.59M
3
+$222K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$136K
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$55.9K

Sector Composition

1 Financials 0.05%
2 Materials 0.03%
3 Communication Services 0.02%
4 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.5M 11.23%
1,178,679
+65,452
2
$23.7M 10.88%
468,711
+32,859
3
$21.1M 9.66%
424,169
+30,407
4
$19.5M 8.93%
198,807
+1,831
5
$18.7M 8.56%
163,381
-1,930
6
$17.1M 7.84%
26,079
-211
7
$13.7M 6.28%
67,666
+829
8
$13.1M 5.99%
95,053
+1,209
9
$13M 5.94%
137,858
+4,803
10
$12.6M 5.79%
78,419
-10,101
11
$9.58M 4.39%
275,945
-1,213
12
$9.44M 4.33%
67,788
-12,184
13
$8.27M 3.79%
328,128
+5,235
14
$5.1M 2.34%
34,056
-369
15
$4.45M 2.04%
85,245
+1,363
16
$4.13M 1.89%
96,994
+2,068
17
$119K 0.05%
377
18
$40.7K 0.02%
1,319
19
$37.3K 0.02%
936
20
$17.5K 0.01%
200
21
$16.3K 0.01%
264
22
$11.4K 0.01%
552