IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $340M
1-Year Est. Return 13.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$1.31M
3
+$932K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$803K
5
VB icon
Vanguard Small-Cap ETF
VB
+$59.1K

Top Sells

1
+$23.3M
2
+$10.4M
3
+$9.84M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$9.67M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.12M

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$480K 0.18%
8,835
-5,417
27
$368K 0.13%
3,998
-932
28
$357K 0.13%
7,212
-1,252
29
$313K 0.11%
1,118
-69
30
$297K 0.11%
522
+98
31
$295K 0.11%
14,245
-1,126,731
32
$239K 0.09%
788
-1,277
33
$217K 0.08%
1,684
-850
34
$92.1K 0.03%
1,616
-1,265
35
$86.7K 0.03%
366
+265
36
$79.7K 0.03%
3,811
+2,774
37
$73.6K 0.03%
3,441
38
$40.3K 0.01%
912
-3,583
39
$39.6K 0.01%
428
40
$12K ﹤0.01%
121
-61
41
$6.19K ﹤0.01%
390
42
$3.86K ﹤0.01%
80
43
– –
-196
1
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