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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$13.9M
3
+$11.3M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$9.01M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$7.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.37%
2 Industrials 0.31%
3 Healthcare 0.2%
4 Financials 0.19%
5 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$268K 0.25%
+4,280
27
$259K 0.24%
+6,018
28
$227K 0.21%
+4,760
29
$220K 0.21%
+1,499
30
$176K 0.16%
+2,648
31
$176K 0.16%
+2,258
32
$156K 0.15%
+3,591
33
$148K 0.14%
+3,399
34
$87K 0.08%
+3,418
35
$83K 0.08%
+637
36
$76K 0.07%
+693
37
$73K 0.07%
+2,563
38
$70K 0.07%
+383
39
$60K 0.06%
+1,741
40
$48K 0.04%
+868
41
$42K 0.04%
+2,681
42
$39K 0.04%
+3,250
43
$31K 0.03%
+397
44
$28K 0.03%
+666
45
$26K 0.02%
+263
46
$26K 0.02%
+859
47
$26K 0.02%
+245
48
$25K 0.02%
+496
49
$25K 0.02%
+100
50
$23K 0.02%
+390
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