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
$161M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.7M
3
+$2.79M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.55M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.41M

Top Sells

1
+$22.2M
2
+$12.7M
3
+$1.45M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$610K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$392K

Sector Composition

1 Industrials 0.23%
2 Technology 0.04%
3 Healthcare 0.02%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$334K 0.21%
1,617
27
$188K 0.12%
2,631
28
$183K 0.11%
8,338
+8,102
29
$183K 0.11%
3,643
+129
30
$99K 0.06%
+2,631
31
$89K 0.06%
+1,315
32
$81K 0.05%
418
-173
33
$77K 0.05%
1,630
+356
34
$70K 0.04%
529
+429
35
$64K 0.04%
187
+106
36
$56K 0.03%
2,507
-536
37
$40K 0.02%
532
-184
38
$31K 0.02%
243
39
$29K 0.02%
+319
40
$20K 0.01%
390
41
$20K 0.01%
104
-339
42
$14K 0.01%
86
43
$12K 0.01%
338
-377
44
$6K ﹤0.01%
167
-439
45
$4K ﹤0.01%
79
-459
46
$3K ﹤0.01%
44
47
$3K ﹤0.01%
61
-180
48
$1K ﹤0.01%
56
+23
49
$1K ﹤0.01%
16
-6
50
– –
-117
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2
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