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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$108K

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
27
$65K 0.05%
443
28
$65K 0.05%
3,043
29
$49K 0.04%
1,274
30
$36K 0.03%
100
-300
31
$35K 0.03%
716
32
$26K 0.02%
243
33
$23K 0.02%
81
34
$22K 0.02%
538
35
$21K 0.02%
606
36
$19K 0.01%
715
37
$17K 0.01%
390
38
$12K 0.01%
86
39
$9K 0.01%
241
40
$4K ﹤0.01%
236
41
$3K ﹤0.01%
117
42
$2K ﹤0.01%
44
43
$1K ﹤0.01%
22
44
$0 ﹤0.01%
33
1
2