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
$229M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.93M
3
+$1.61M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.09M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$766K

Top Sells

1
+$157K
2
+$115K
3
+$28.3K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$25.7K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$20.9K

Sector Composition

1 Healthcare 0.26%
2 Industrials 0.21%
3 Technology 0.06%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$313K 0.14%
1,227
27
$306K 0.13%
6,155
-3
28
$298K 0.13%
1,233
29
$234K 0.1%
8,139
+559
30
$226K 0.1%
2,631
31
$180K 0.08%
3,649
+1
32
$143K 0.06%
2,631
33
$130K 0.06%
734
34
$114K 0.05%
1,315
35
$113K 0.05%
259
36
$105K 0.05%
988
+513
37
$84K 0.04%
1,636
+1
38
$55K 0.02%
2,489
39
$38K 0.02%
243
40
$29K 0.01%
847
+612
41
$22K 0.01%
390
42
$19K 0.01%
434
43
$16K 0.01%
100
44
$15K 0.01%
86
45
$8K ﹤0.01%
34
46
$5K ﹤0.01%
+93
47
$4K ﹤0.01%
76
48
$3K ﹤0.01%
85
+49
49
$2K ﹤0.01%
+16
50
$1K ﹤0.01%
3
+2
1
2
3