IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $349M
1-Year Est. Return 12.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.65M
3
+$1.74M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.26M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$900K

Top Sells

1
+$2.58M
2
+$1.19M
3
+$967K
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$889K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$479K

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$500K 0.17%
8,750
-85
27
$388K 0.13%
7,160
-52
28
$385K 0.13%
3,987
-11
29
$351K 0.12%
572
+50
30
$330K 0.11%
4,488
+16
31
$267K 0.09%
1,934
+250
32
$259K 0.09%
790
+2
33
$93.6K 0.03%
368
+2
34
$90.3K 0.03%
1,507
-109
35
$80.8K 0.03%
3,859
+48
36
$41.7K 0.01%
912
37
$40.7K 0.01%
428
38
$21.5K 0.01%
1,038
-13,207
39
$12.3K ﹤0.01%
123
+2
40
$4.95K ﹤0.01%
390
41
$3.9K ﹤0.01%
73
-7
42
– –
-3,441
1
2