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
$224M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$5.32M
3
+$3.76M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.98M

Top Sells

1
+$19.3M
2
+$1.93M
3
+$1.93M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.78M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.05M

Sector Composition

1 Healthcare 0.24%
2 Industrials 0.2%
3 Technology 0.07%
4 Consumer Discretionary 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$469K 0.21%
4,614
-19
27
$374K 0.17%
5,781
-209
28
$361K 0.16%
7,863
+7,817
29
$341K 0.15%
8,588
+3,071
30
$261K 0.12%
2,714
+83
31
$222K 0.1%
1,127
-100
32
$166K 0.07%
3,976
33
$145K 0.06%
1,062
-501
34
$109K 0.05%
5,162
-4,030
35
$104K 0.05%
1,239
-72
36
$95K 0.04%
274
37
$94K 0.04%
2,631
38
$93K 0.04%
1,323
+8
39
$88K 0.04%
2,454
+2,382
40
$86K 0.04%
2,109
+138
41
$81K 0.04%
428
-730
42
$73K 0.03%
702
-17,094
43
$46K 0.02%
2,294
-207
44
$33K 0.01%
243
45
$23K 0.01%
132
+21
46
$14K 0.01%
390
47
$13K 0.01%
118
+25
48
$11K ﹤0.01%
39
-83
49
$11K ﹤0.01%
61
50
$9K ﹤0.01%
100
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2
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