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
$173M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$11M
3
+$1.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$707K

Top Sells

1
+$19.8M
2
+$3.4M
3
+$1.15M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$784K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$425K

Sector Composition

1 Healthcare 0.41%
2 Industrials 0.26%
3 Technology 0.07%
4 Consumer Discretionary 0%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$295K 0.17%
6,260
-3,578
27
$292K 0.17%
1,227
28
$275K 0.16%
1,233
+815
29
$228K 0.13%
10,788
-937,004
30
$222K 0.13%
2,631
31
$205K 0.12%
3,748
+105
32
$204K 0.12%
7,580
-2,399
33
$128K 0.07%
2,631
34
$108K 0.06%
1,315
35
$102K 0.06%
259
+88
36
$100K 0.06%
734
+203
37
$85K 0.05%
1,635
+5
38
$55K 0.03%
2,489
+6
39
$39K 0.02%
380
+33
40
$36K 0.02%
243
41
$25K 0.01%
390
42
$19K 0.01%
434
+96
43
$14K 0.01%
+100
44
$14K 0.01%
86
45
$8K ﹤0.01%
34
-16
46
$7K ﹤0.01%
206
+8
47
$4K ﹤0.01%
73
+1
48
$4K ﹤0.01%
70
+49
49
$2K ﹤0.01%
50
50
$1K ﹤0.01%
+1
1
2
3