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
$113M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$962K
3
+$793K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$674K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$271K

Top Sells

1
+$1.65M
2
+$136K
3
+$81.1K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$66.9K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$56.2K

Sector Composition

1 Industrials 0.36%
2 Technology 0.04%
3 Healthcare 0.03%
4 Communication Services 0.02%
5 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$216K 0.19%
4,926
-46
27
$173K 0.15%
2,584
28
$168K 0.15%
3,894
+115
29
$167K 0.15%
3,868
-178
30
$151K 0.13%
3,681
+90
31
$108K 0.1%
4,089
+1,441
32
$97K 0.09%
649
+56
33
$66K 0.06%
3,115
-77,963
34
$51K 0.05%
1,461
-5
35
$44K 0.04%
420
+156
36
$42K 0.04%
2,745
-1,244
37
$40K 0.04%
716
+360
38
$37K 0.03%
100
39
$36K 0.03%
1,556
+1,062
40
$33K 0.03%
+307
41
$33K 0.03%
748
+82
42
$28K 0.02%
245
43
$27K 0.02%
339
44
$19K 0.02%
2,000
-1,250
45
$16K 0.01%
260
46
$15K 0.01%
390
47
$12K 0.01%
86
48
$11K 0.01%
322
+135
49
$10K 0.01%
160
50
$10K 0.01%
351
+90
1
2
3