IWMA
Ironwood Wealth Management (Arizona) Portfolio holdings
AUM $326M
AUM
$326M
AUM Growth
+$3.44M (+1%)
Cap. Flow
+$51.4K
Cap. Flow % of AUM
0.02%
Top 10 Holdings %Top 10 Hldgs %
86.78%
Holding
45
New
–
Increased
15
Reduced
20
Closed
3
Top Buys
| 1 | $1.33M | |
| 2 | $704K | |
| 3 | $629K | |
| 4 | $534K | |
| 5 | $506K |
Top Sells
| 1 | $917K | |
| 2 | $741K | |
| 3 | $575K | |
| 4 | $518K | |
| 5 | $499K |
Sector Composition
| 1 | Healthcare | 0% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $729K | 0.22% | 14,252 -742 | -5% | -$38K | |||
| $567K | 0.17% | 2,065 +230 | +13% | +$63.2K | |||
| $419K | 0.13% | 4,930 -511 | -9% | -$43.5K | |||
| $383K | 0.12% | 8,464 +72 | +0.9% | +$3.26K | |||
| $307K | 0.09% | 1,187 +74 | +7% | +$19.1K | |||
| $295K | 0.09% | 2,534 +176 | +7% | +$20.5K | |||
| $218K | 0.07% | 424 -76 | -15% | -$39.1K | |||
| $196K | 0.06% | 4,495 | – | – | |||
| $146K | 0.04% | 2,881 +207 | +8% | +$10.5K | |||
| $69.1K | 0.02% | 3,441 -25,817 | -88% | -$518K | |||
| $38.8K | 0.01% | 428 | – | – | |||
| $37.4K | 0.01% | 196 -25 | -11% | -$4.77K | |||
| $22.4K | 0.01% | 101 | – | – | |||
| $21.5K | 0.01% | 1,037 | – | – | |||
| $18K | 0.01% | 182 +15 | +9% | +$1.48K | |||
| $5.83K | 0% | 390 | – | – | |||
| $3.5K | 0% | 80 | – | – | |||
| $0 | 0% | 0 -17,616 | Closed | – | |||
| $0 | 0% | 0 -290 | Closed | – | |||
| $0 | 0% | 0 -13 | Closed | – |
