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
$119M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$3.44M
3
+$3.43M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.49M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.89M

Top Sells

1
+$6.12M
2
+$2.67M
3
+$2.26M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.92M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.68M

Sector Composition

1 Industrials 0.22%
2 Healthcare 0.02%
3 Technology 0.01%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$325K 0.27%
12,840
+3,685
27
$248K 0.21%
4,181
28
$243K 0.2%
1,846
-241
29
$129K 0.11%
3,850
+93
30
$103K 0.09%
3,079
+216
31
$57K 0.05%
2,311
-1,744
32
$51K 0.04%
398
33
$50K 0.04%
2,290
-16,099
34
$32K 0.03%
327
+74
35
$30K 0.03%
432
36
$29K 0.02%
766
+18
37
$23K 0.02%
96
+28
38
$23K 0.02%
766
-613
39
$23K 0.02%
243
40
$20K 0.02%
530
-1,262
41
$18K 0.02%
160
-489
42
$15K 0.01%
100
43
$15K 0.01%
390
44
$14K 0.01%
220
45
$11K 0.01%
86
46
$8K 0.01%
216
-473
47
$7K 0.01%
213
48
$2K ﹤0.01%
44
49
$1K ﹤0.01%
+33
50
$1K ﹤0.01%
+18
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2
3