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
58
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$12.3M
3
+$10.8M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.69M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$8.34M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.34%
2 Consumer Discretionary 0.04%
3 Healthcare 0.03%
4 Communication Services 0.02%
5 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$236K 0.22%
+1,499
27
$212K 0.2%
+4,972
28
$179K 0.17%
+4,046
29
$170K 0.16%
+2,584
30
$162K 0.15%
+3,779
31
$152K 0.14%
+3,591
32
$83K 0.08%
+593
33
$71K 0.07%
+2,648
34
$62K 0.06%
+3,989
35
$50K 0.05%
+1,466
36
$36K 0.03%
+3,250
37
$34K 0.03%
+100
38
$28K 0.03%
+264
39
$28K 0.03%
+666
40
$27K 0.03%
+339
41
$27K 0.03%
+245
42
$17K 0.02%
+390
43
$16K 0.02%
+356
44
$15K 0.01%
+260
45
$12K 0.01%
+494
46
$10K 0.01%
+86
47
$10K 0.01%
+277
48
$9K 0.01%
+176
49
$9K 0.01%
+213
50
$9K 0.01%
+160
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