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
$113M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$962K
3
+$793K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$674K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$271K

Top Sells

1
+$1.65M
2
+$136K
3
+$81.1K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$66.9K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$56.2K

Sector Composition

1 Industrials 0.36%
2 Technology 0.04%
3 Healthcare 0.03%
4 Communication Services 0.02%
5 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10K 0.01%
277
52
$9K 0.01%
213
53
$8K 0.01%
100
54
$5K ﹤0.01%
40
55
$4K ﹤0.01%
+114
56
$2K ﹤0.01%
44
57
$2K ﹤0.01%
44
+34
58
$1K ﹤0.01%
5
59
– –
-176
60
– –
-34
1 2
3