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
$212M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$8.17M
3
+$5.41M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.49M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.29M

Top Sells

1
+$10.3M
2
+$475K
3
+$193K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$118K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$70.9K

Sector Composition

1 Healthcare 0.34%
2 Industrials 0.22%
3 Technology 0.06%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$291K 0.14%
1,227
27
$284K 0.13%
6,158
-102
28
$274K 0.13%
1,233
29
$226K 0.11%
2,631
30
$222K 0.1%
7,580
31
$182K 0.09%
3,648
-100
32
$157K 0.07%
7,432
-3,356
33
$136K 0.06%
2,631
34
$108K 0.05%
1,315
35
$104K 0.05%
734
36
$102K 0.05%
259
37
$83K 0.04%
1,635
38
$55K 0.03%
2,489
39
$47K 0.02%
475
+95
40
$35K 0.02%
243
41
$23K 0.01%
390
42
$18K 0.01%
434
43
$14K 0.01%
86
44
$13K 0.01%
100
45
$8K ﹤0.01%
235
+29
46
$7K ﹤0.01%
34
47
$4K ﹤0.01%
76
+3
48
$2K ﹤0.01%
50
49
$2K ﹤0.01%
36
-34
50
$1K ﹤0.01%
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