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
$308M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$838K
3
+$534K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$515K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$253K

Top Sells

1
+$799K
2
+$648K
3
+$519K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$435K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$328K

Sector Composition

1 Healthcare 0%
2 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$836K 0.27%
17,616
-264
27
$680K 0.22%
2,616
+1,982
28
$600K 0.19%
29,258
-31,633
29
$503K 0.16%
5,136
-14
30
$472K 0.15%
5,617
+127
31
$313K 0.1%
7,495
-27
32
$295K 0.1%
614
+340
33
$268K 0.09%
1,074
+2
34
$224K 0.07%
2,035
-481
35
$145K 0.05%
5,194
-173
36
$125K 0.04%
2,482
-33
37
$91.1K 0.03%
4,306
-6,503
38
$77.3K 0.03%
414
+193
39
$34K 0.01%
+403
40
$25.7K 0.01%
112
+9
41
$12.9K ﹤0.01%
390
42
$12.5K ﹤0.01%
291
-1,238
43
$6.82K ﹤0.01%
166
44
$3.74K ﹤0.01%
89
+9
45
– –
-700
1
2