IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $298M
1-Year Est. Return 6.75%
This Quarter Est. Return
1 Year Est. Return
+6.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$3.72M
3
+$1.76M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$930K

Top Sells

1
+$2.65M
2
+$1.19M
3
+$987K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$918K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$497K

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPMD icon
26
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16B
$500K 0.17%
8,750
-85
VWO icon
27
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$388K 0.13%
7,160
-52
IWR icon
28
iShares Russell Mid-Cap ETF
IWR
$48.6B
$385K 0.13%
3,987
-11
VOO icon
29
Vanguard S&P 500 ETF
VOO
$852B
$351K 0.12%
572
+50
VO icon
30
Vanguard Mid-Cap ETF
VO
$94.7B
$330K 0.11%
1,122
+4
ACWI icon
31
iShares MSCI ACWI ETF
ACWI
$25.9B
$267K 0.09%
1,934
+250
VTI icon
32
Vanguard Total Stock Market ETF
VTI
$582B
$259K 0.09%
790
+2
VB icon
33
Vanguard Small-Cap ETF
VB
$73.8B
$93.6K 0.03%
368
+2
VEA icon
34
Vanguard FTSE Developed Markets ETF
VEA
$201B
$90.3K 0.03%
1,507
-109
BKLN icon
35
Invesco Senior Loan ETF
BKLN
$7.05B
$80.8K 0.03%
3,859
+48
RWO icon
36
SPDR Dow Jones Global Real Estate ETF
RWO
$1.16B
$41.7K 0.01%
912
EMB icon
37
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.6B
$40.7K 0.01%
428
BSCP
38
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$21.5K 0.01%
1,038
-13,207
AGG icon
39
iShares Core US Aggregate Bond ETF
AGG
$137B
$12.3K ﹤0.01%
123
+2
XRAY icon
40
Dentsply Sirona
XRAY
$2.51B
$4.95K ﹤0.01%
390
EEM icon
41
iShares MSCI Emerging Markets ETF
EEM
$23B
$3.9K ﹤0.01%
73
-7
EBND icon
42
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.24B
– –
-3,441
1
2