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
$104M
AUM Growth
-$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$970K
2
+$784K
3
+$732K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$602K
5
VB icon
Vanguard Small-Cap ETF
VB
+$581K

Top Sells

1
+$961K
2
+$827K
3
+$751K
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$466K
5
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$420K

Sector Composition

1 Industrials 0.3%
2 Technology 0.04%
3 Healthcare 0.03%
4 Communication Services 0.02%
5 Consumer Discretionary 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$280K 0.27%
4,181
27
$261K 0.25%
4,280
28
$259K 0.25%
19,198
+16,453
29
$207K 0.2%
1,499
30
$206K 0.2%
6,354
+6,310
31
$205K 0.2%
4,630
-296
32
$198K 0.19%
4,602
+734
33
$172K 0.17%
2,566
-18
34
$142K 0.14%
3,721
+40
35
$125K 0.12%
3,358
-536
36
$83K 0.08%
649
37
$48K 0.05%
1,380
-81
38
$42K 0.04%
1,060
+344
39
$38K 0.04%
1,538
-18
40
$32K 0.03%
100
41
$32K 0.03%
304
-116
42
$28K 0.03%
748
43
$26K 0.03%
894
+617
44
$25K 0.02%
245
45
$17K 0.02%
+72
46
$15K 0.01%
2,000
47
$15K 0.01%
390
48
$14K 0.01%
260
49
$13K 0.01%
498
-3,591
50
$12K 0.01%
413
+62
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