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
$243M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$9.13M
3
+$6.05M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$4.81M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$4.26M

Top Sells

1
+$11.4M
2
+$6.92M
3
+$4.48M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.74M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.55M

Sector Composition

1 Healthcare 0.41%
2 Industrials 0.2%
3 Technology 0.12%
4 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$590K 0.24%
8,013
-75
27
$496K 0.2%
4,633
-115
28
$467K 0.19%
5,990
-1,052
29
$292K 0.12%
1,227
30
$273K 0.11%
1,563
+829
31
$264K 0.11%
1,158
-75
32
$261K 0.11%
2,631
33
$260K 0.11%
5,517
-638
34
$195K 0.08%
9,192
-538,280
35
$183K 0.08%
3,976
+327
36
$131K 0.05%
1,311
+323
37
$121K 0.05%
2,631
38
$114K 0.05%
274
+15
39
$101K 0.04%
1,315
40
$95K 0.04%
1,971
+335
41
$54K 0.02%
2,501
+12
42
$48K 0.02%
122
+119
43
$38K 0.02%
243
44
$38K 0.02%
695
+619
45
$24K 0.01%
+81
46
$20K 0.01%
111
+25
47
$19K 0.01%
390
48
$13K 0.01%
100
49
$13K 0.01%
61
+27
50
$10K ﹤0.01%
93
+77
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