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
$117M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$10.7M
3
+$888K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$762K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$370K

Top Sells

1
+$19.4M
2
+$10.2M
3
+$94.2K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$90.2K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$49.7K

Sector Composition

1 Industrials 0.32%
2 Technology 0.04%
3 Healthcare 0.03%
4 Consumer Discretionary 0.02%
5 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$393K 0.34%
18,661
-923,173
27
$369K 0.31%
5,688
-273
28
$339K 0.29%
4,181
29
$335K 0.29%
2,087
+588
30
$269K 0.23%
4,280
31
$265K 0.23%
6,037
+1,435
32
$226K 0.19%
6,324
-30
33
$208K 0.18%
4,298
-332
34
$178K 0.15%
2,420
-146
35
$170K 0.15%
7,090
-426,533
36
$158K 0.13%
3,721
37
$133K 0.11%
3,258
-100
38
$122K 0.1%
3,651
+2,757
39
$101K 0.09%
923
+619
40
$94K 0.08%
649
41
$53K 0.05%
1,377
-3
42
$50K 0.04%
1,060
43
$48K 0.04%
1,931
+393
44
$38K 0.03%
100
45
$32K 0.03%
748
46
$28K 0.02%
245
47
$19K 0.02%
72
48
$19K 0.02%
390
49
$18K 0.02%
2,000
50
$14K 0.01%
486
+73
1
2
3