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
$269M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$1.71M
3
+$1.31M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.19M

Top Sells

1
+$5.44M
2
+$130K
3
+$44.8K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$41.6K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$13.7K

Sector Composition

1 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.45%
4,764
-176
27
$466K 0.17%
10,098
-2,806
28
$466K 0.17%
4,755
+2
29
$405K 0.15%
5,549
30
$324K 0.12%
15,377
+529
31
$307K 0.11%
7,551
-4
32
$236K 0.09%
1,072
-13
33
$219K 0.08%
2,284
-21
34
$162K 0.06%
734
-42
35
$132K 0.05%
325
+9
36
$59.9K 0.02%
1,459
+910
37
$39.2K 0.01%
243
38
$29.5K 0.01%
574
+500
39
$23.1K 0.01%
116
+45
40
$15.6K 0.01%
390
41
$8.27K ﹤0.01%
209
42
$5.89K ﹤0.01%
162
43
– –
-73
44
– –
-136
45
– –
-64,745
1
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