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
$135M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.74M
3
+$1.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$795K

Top Sells

1
+$1.96M
2
+$1.73M
3
+$1.55M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.46M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.27M

Sector Composition

1 Industrials 0.12%
2 Technology 0.03%
3 Healthcare 0.02%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$93K 0.07%
591
+193
27
$65K 0.05%
3,043
+3,034
28
$65K 0.05%
443
-3,887
29
$49K 0.04%
1,274
-1,805
30
$36K 0.03%
400
+180
31
$35K 0.03%
716
-50
32
$26K 0.02%
243
33
$23K 0.02%
81
-15
34
$22K 0.02%
538
+8
35
$21K 0.02%
606
-160
36
$19K 0.01%
715
-1,575
37
$17K 0.01%
390
38
$12K 0.01%
86
39
$9K 0.01%
241
+25
40
$4K ﹤0.01%
236
-31,881
41
$3K ﹤0.01%
117
-2,194
42
$2K ﹤0.01%
44
43
$1K ﹤0.01%
22
+4
44
– –
-14,610
45
$0 ﹤0.01%
33
46
– –
-100
47
– –
-213
48
– –
-327
49
– –
-432
50
– –
-12,901
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2
3