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
$245M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.5M
3
+$2.15M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$948K
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$57.2K

Top Sells

1
+$17.4M
2
+$8.47M
3
+$2.41M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.15M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.7M

Sector Composition

1 Energy 0.02%
2 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.5%
54,333
-13,053
27
$1.09M 0.44%
24,861
-1,731
28
$1.04M 0.43%
4,259
-505
29
$948K 0.39%
+11,714
30
$460K 0.19%
4,893
+138
31
$380K 0.16%
5,491
-58
32
$295K 0.12%
7,522
-29
33
$225K 0.09%
2,440
+156
34
$223K 0.09%
1,072
35
$197K 0.08%
9,405
-5,972
36
$135K 0.05%
634
-100
37
$108K 0.04%
276
-49
38
$57.2K 0.02%
+2,188
39
$37.9K 0.02%
+700
40
$37.4K 0.02%
243
41
$19.5K 0.01%
103
-13
42
$13.3K 0.01%
390
43
$6.53K ﹤0.01%
172
-37
44
$5.67K ﹤0.01%
162
45
$2.41K ﹤0.01%
63
-1,396
46
$44 ﹤0.01%
1
-10,097
47
– –
-574
1
2