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
$253M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.82M
3
+$1.65M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$539K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$371K

Top Sells

1
+$1.46M
2
+$1.02M
3
+$497K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$456K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$358K

Sector Composition

1 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.44%
25,532
-2,901
27
$604K 0.24%
12,904
+644
28
$602K 0.24%
15,949
-2,302
29
$474K 0.19%
4,753
+167
30
$388K 0.15%
5,549
-232
31
$309K 0.12%
14,848
-40
32
$305K 0.12%
7,555
-286
33
$229K 0.09%
1,085
+7
34
$210K 0.08%
2,305
+911
35
$158K 0.06%
776
+355
36
$119K 0.05%
316
-52
37
$36.9K 0.01%
243
38
$22.6K 0.01%
549
+486
39
$15.3K 0.01%
390
40
$13.7K 0.01%
136
-3,146
41
$13.5K 0.01%
71
-1
42
$8.25K ﹤0.01%
209
-143
43
$6.3K ﹤0.01%
73
+37
44
$6.05K ﹤0.01%
162
-1
45
$3.83K ﹤0.01%
74
46
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1
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