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
$104M
AUM Growth
-$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$970K
2
+$784K
3
+$732K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$602K
5
VB icon
Vanguard Small-Cap ETF
VB
+$581K

Top Sells

1
+$961K
2
+$827K
3
+$751K
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$466K
5
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$420K

Sector Composition

1 Industrials 0.3%
2 Technology 0.04%
3 Healthcare 0.03%
4 Communication Services 0.02%
5 Consumer Discretionary 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11K 0.01%
86
52
$8K 0.01%
213
53
$8K 0.01%
160
54
$6K 0.01%
100
55
$2K ﹤0.01%
44
56
– –
-339
57
– –
-307
58
– –
-40
59
– –
-5
60
– –
-3,115
1 2
3