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
$134M
AUM Growth
+$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$1.3M
3
+$913K
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$872K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$653K

Top Sells

1
+$4.05M
2
+$949K
3
+$287K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$262K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$215K

Sector Composition

1 Industrials 0.3%
2 Technology 0.04%
3 Healthcare 0.02%
4 Consumer Discretionary 0%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$492K 0.37%
22,573
-43,560
27
$415K 0.31%
29,577
+168
28
$395K 0.29%
11,647
+7,912
29
$359K 0.27%
4,181
30
$350K 0.26%
2,087
31
$333K 0.25%
5,103
-55
32
$159K 0.12%
1,948
+80
33
$151K 0.11%
3,757
+36
34
$146K 0.11%
2,272
35
$128K 0.1%
1,128
+147
36
$118K 0.09%
2,863
+48
37
$107K 0.08%
3,923
+1,417
38
$79K 0.06%
1,779
-381
39
$60K 0.04%
398
-183
40
$59K 0.04%
1,060
41
$39K 0.03%
1,376
-534
42
$38K 0.03%
100
43
$36K 0.03%
688
-1,903
44
$33K 0.02%
748
45
$29K 0.02%
+253
46
$29K 0.02%
243
47
$21K 0.02%
594
+188
48
$21K 0.02%
390
49
$19K 0.01%
68
-2
50
$11K 0.01%
86
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