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
58
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$12.3M
3
+$10.8M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.69M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$8.34M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.34%
2 Consumer Discretionary 0.04%
3 Healthcare 0.03%
4 Communication Services 0.02%
5 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8K 0.01%
+100
52
$7K 0.01%
+261
53
$6K 0.01%
+187
54
$5K ﹤0.01%
+40
55
$2K ﹤0.01%
+44
56
$1K ﹤0.01%
+5
57
$1K ﹤0.01%
+34
58
$0 ﹤0.01%
+10
1 2
3