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
$143M
AUM Growth
+$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$6.9M
3
+$4.15M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$967K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$555K

Top Sells

1
+$8.96M
2
+$6.52M
3
+$3.97M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$356K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$297K

Sector Composition

1 Industrials 0.3%
2 Healthcare 0.02%
3 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$498K 0.35%
21,791
-782
27
$438K 0.31%
29,276
-301
28
$394K 0.27%
4,181
29
$372K 0.26%
2,087
30
$363K 0.25%
5,226
+123
31
$332K 0.23%
9,155
-2,492
32
$167K 0.12%
3,757
33
$146K 0.1%
2,272
34
$126K 0.09%
2,863
35
$113K 0.08%
4,055
+132
36
$79K 0.06%
1,792
+13
37
$73K 0.05%
649
-479
38
$65K 0.05%
398
39
$40K 0.03%
1,379
+3
40
$37K 0.03%
748
41
$35K 0.02%
432
-1,516
42
$35K 0.02%
689
+1
43
$33K 0.02%
100
44
$32K 0.02%
243
45
$29K 0.02%
253
46
$22K 0.02%
390
47
$20K 0.01%
68
48
$16K 0.01%
220
-840
49
$13K 0.01%
86
50
$10K 0.01%
213
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