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
$239M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.05M
3
+$3.95M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.69M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.56M

Top Sells

1
+$16.8M
2
+$7.26M
3
+$4.27M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.59M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.29M

Sector Composition

1 Healthcare 0.01%
2 Consumer Discretionary 0%
3 Industrials 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.46%
4,959
+1,649
27
$675K 0.28%
18,251
+15,797
28
$559K 0.23%
12,260
+4,397
29
$445K 0.19%
4,586
-28
30
$390K 0.16%
5,781
31
$329K 0.14%
3,282
-167,367
32
$306K 0.13%
14,888
+12,594
33
$306K 0.13%
7,841
+3,865
34
$220K 0.09%
1,078
-49
35
$129K 0.05%
368
+94
36
$118K 0.05%
1,394
+155
37
$80.5K 0.03%
421
-7
38
$35.3K 0.01%
243
39
$13.3K 0.01%
352
+172
40
$13.1K 0.01%
72
+11
41
$12.4K 0.01%
390
42
$5.64K ﹤0.01%
163
-31
43
$3.74K ﹤0.01%
+74
44
$3.04K ﹤0.01%
+36
45
$2.58K ﹤0.01%
63
-10
46
$312 ﹤0.01%
9
47
– –
-1,062
48
– –
-100
49
– –
-118
50
– –
-2,631
1
2
3