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
$156M
AUM Growth
-$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$997K
3
+$719K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$662K
5
MDT icon
Medtronic
MDT
+$641K

Top Sells

1
+$14.5M
2
+$2.3M
3
+$1.8M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$776K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$640K

Sector Composition

1 Healthcare 0.44%
2 Industrials 0.26%
3 Technology 0.04%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$272K 0.17%
1,227
-390
27
$236K 0.15%
9,979
+1,641
28
$203K 0.13%
2,631
29
$190K 0.12%
3,643
30
$111K 0.07%
2,631
31
$90K 0.06%
1,315
32
$86K 0.06%
418
33
$80K 0.05%
1,630
34
$65K 0.04%
531
+2
35
$62K 0.04%
171
-16
36
$55K 0.04%
2,483
-24
37
$34K 0.02%
243
38
$33K 0.02%
347
+28
39
$28K 0.02%
1,231
-636,459
40
$25K 0.02%
390
41
$14K 0.01%
86
42
$14K 0.01%
338
43
$11K 0.01%
50
-54
44
$6K ﹤0.01%
198
+31
45
$3K ﹤0.01%
72
+11
46
$2K ﹤0.01%
50
-29
47
$1K ﹤0.01%
21
+20
48
$1K ﹤0.01%
16
49
– –
-532
50
– –
-44
1
2
3