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
$306M
AUM Growth
-$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.19M
3
+$1.12M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$961K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$226K

Top Sells

1
+$3.68M
2
+$1.32M
3
+$1.12M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.05M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$781K

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$974K 0.32%
18,988
-4,222
27
$831K 0.27%
17,616
28
$582K 0.19%
29,258
29
$539K 0.18%
2,015
-601
30
$502K 0.16%
5,173
+37
31
$442K 0.14%
5,455
-162
32
$328K 0.11%
7,495
33
$286K 0.09%
2,544
+509
34
$260K 0.08%
1,074
35
$259K 0.08%
518
-96
36
$185K 0.06%
4,457
+4,166
37
$123K 0.04%
2,482
38
$40.2K 0.01%
221
-193
39
$23K 0.01%
105
-7
40
$21.6K 0.01%
1,026
-3,280
41
$9.71K ﹤0.01%
390
42
$9.28K ﹤0.01%
+145
43
$3.41K ﹤0.01%
80
-86
44
$2.59K ﹤0.01%
59
-30
45
– –
-403
1
2