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
$326M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$704K
3
+$629K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$534K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$506K

Top Sells

1
+$917K
2
+$835K
3
+$741K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$575K
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$518K

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$729K 0.22%
14,252
-742
27
$567K 0.17%
2,065
+230
28
$419K 0.13%
4,930
-511
29
$383K 0.12%
8,464
+72
30
$307K 0.09%
1,187
+74
31
$295K 0.09%
2,534
+176
32
$218K 0.07%
424
-76
33
$196K 0.06%
4,495
34
$146K 0.05%
2,881
+207
35
$69.1K 0.02%
3,441
-25,817
36
$38.8K 0.01%
428
37
$37.4K 0.01%
196
-25
38
$22.4K 0.01%
101
39
$21.5K 0.01%
1,037
40
$18K 0.01%
182
+15
41
$5.83K ﹤0.01%
390
42
$3.5K ﹤0.01%
80
43
– –
-17,616
44
– –
-290
45
– –
-13
1
2