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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

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
27
$374K 0.17%
5,781
28
$361K 0.16%
7,863
29
$341K 0.15%
8,588
30
$261K 0.12%
2,714
31
$222K 0.1%
1,127
32
$166K 0.07%
3,976
33
$145K 0.06%
1,062
34
$109K 0.05%
5,162
35
$104K 0.05%
1,239
36
$95K 0.04%
274
37
$94K 0.04%
2,631
38
$93K 0.04%
1,323
39
$88K 0.04%
2,454
40
$86K 0.04%
2,109
41
$81K 0.04%
428
42
$73K 0.03%
702
43
$46K 0.02%
2,294
44
$33K 0.01%
243
45
$23K 0.01%
132
46
$14K 0.01%
390
47
$13K 0.01%
118
48
$11K ﹤0.01%
39
49
$11K ﹤0.01%
61
50
$9K ﹤0.01%
100
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2
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