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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$13.9M
3
+$11.3M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$9.01M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$7.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.37%
2 Industrials 0.31%
3 Healthcare 0.2%
4 Financials 0.19%
5 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21K 0.02%
+1,482
52
$16K 0.02%
+364
53
$16K 0.02%
+869
54
$15K 0.01%
+320
55
$13K 0.01%
+260
56
$13K 0.01%
+372
57
$12K 0.01%
+96
58
$9K 0.01%
+334
59
$9K 0.01%
+176
60
$9K 0.01%
+132
61
$8K 0.01%
+160
62
$7K 0.01%
+292
63
$7K 0.01%
+67
64
$6K 0.01%
+56
65
$6K 0.01%
+40
66
$6K 0.01%
+100
67
$4K ﹤0.01%
+141
68
$4K ﹤0.01%
+50
69
$3K ﹤0.01%
+64
70
$3K ﹤0.01%
+31
71
$3K ﹤0.01%
+14
72
$2K ﹤0.01%
+24
73
$2K ﹤0.01%
+30
74
$2K ﹤0.01%
+91
75
$1K ﹤0.01%
+10
1 2
3
4