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
$332M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.73M
3
+$1.54M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.2M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$925K

Top Sells

1
+$400K
2
+$184K
3
+$170K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$94.5K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$93.5K

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$848K 0.26%
17,616
27
$778K 0.23%
26,748
-13,756
28
$622K 0.19%
29,258
29
$571K 0.17%
2,018
+3
30
$481K 0.14%
5,455
31
$359K 0.11%
7,495
32
$353K 0.11%
3,490
-1,683
33
$283K 0.09%
1,074
34
$274K 0.08%
2,295
-249
35
$273K 0.08%
518
36
$211K 0.06%
4,430
-27
37
$157K 0.05%
+7,417
38
$131K 0.04%
2,482
39
$43.6K 0.01%
221
40
$25K 0.01%
105
41
$21.6K 0.01%
1,026
42
$10.6K ﹤0.01%
390
43
$9.79K ﹤0.01%
145
44
$3.67K ﹤0.01%
80
45
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