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
$131M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$2.82M
3
+$2.69M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.26M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.47M

Top Sells

1
+$2.12M
2
+$1.38M
3
+$904K
4
UCI
E-TRACS UBS Bloomberg CMCI ETN
UCI
+$714K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$585K

Sector Composition

1 Industrials 0.29%
2 Technology 0.04%
3 Healthcare 0.03%
4 Consumer Discretionary 0.02%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$349K 0.27%
2,087
27
$344K 0.26%
16,323
-2,338
28
$343K 0.26%
4,181
29
$339K 0.26%
5,158
-530
30
$281K 0.22%
+4,152
31
$224K 0.17%
6,265
-59
32
$158K 0.12%
3,721
33
$145K 0.11%
2,272
-2,008
34
$145K 0.11%
6,068
-1,022
35
$141K 0.11%
1,868
-552
36
$129K 0.1%
2,591
-6,338
37
$127K 0.1%
3,735
+84
38
$117K 0.09%
2,815
-443
39
$109K 0.08%
981
+58
40
$100K 0.08%
2,160
-3,877
41
$87K 0.07%
581
-68
42
$70K 0.05%
2,506
+2,010
43
$52K 0.04%
1,060
44
$52K 0.04%
1,910
-21
45
$36K 0.03%
100
46
$34K 0.03%
748
47
$28K 0.02%
243
-2
48
$23K 0.02%
390
49
$20K 0.02%
2,000
50
$19K 0.01%
70
-2
1
2
3