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
$300M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$7.93M
3
+$4.41M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.98M

Top Sells

1
+$6.87M
2
+$3.99M
3
+$2.41M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.17M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.87M

Sector Composition

1 Energy 0.01%
2 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1M 0.33%
12,226
+512
27
$854K 0.29%
17,880
-39,222
28
$511K 0.17%
5,150
+257
29
$427K 0.14%
5,490
-1
30
$309K 0.1%
7,522
31
$256K 0.09%
2,516
+76
32
$249K 0.08%
1,072
33
$229K 0.08%
10,809
+1,404
34
$156K 0.05%
5,367
+3,179
35
$150K 0.05%
634
36
$120K 0.04%
2,515
-83,392
37
$120K 0.04%
274
-2
38
$66.8K 0.02%
1,529
+1,466
39
$42.6K 0.01%
700
40
$38.4K 0.01%
221
-22
41
$22K 0.01%
103
42
$13.9K ﹤0.01%
390
43
$6.67K ﹤0.01%
166
-6
44
$3.12K ﹤0.01%
80
-82
45
– –
-1
46
– –
-332,120
1
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