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
$322M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.32M
3
+$1.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$852K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$699K

Top Sells

1
+$2.17M
2
+$819K
3
+$457K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$236K

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$820K 0.25%
14,994
-2,372
27
$571K 0.18%
29,258
28
$532K 0.17%
1,835
-183
29
$481K 0.15%
5,441
-14
30
$465K 0.14%
17,744
-9,004
31
$370K 0.11%
8,392
+897
32
$294K 0.09%
1,113
+39
33
$277K 0.09%
2,358
+63
34
$269K 0.08%
500
-18
35
$193K 0.06%
4,495
+65
36
$128K 0.04%
2,674
+192
37
$42.2K 0.01%
221
38
$38.1K 0.01%
+428
39
$24.3K 0.01%
101
-4
40
$21.9K 0.01%
1,037
+11
41
$20K 0.01%
290
+145
42
$16.2K 0.01%
167
-3,323
43
$7.4K ﹤0.01%
390
44
$3.35K ﹤0.01%
80
45
$275 ﹤0.01%
13
-7,404
1
2