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
$117M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$10.7M
3
+$888K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$762K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$370K

Top Sells

1
+$19.4M
2
+$10.2M
3
+$94.2K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$90.2K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$49.7K

Sector Composition

1 Industrials 0.32%
2 Technology 0.04%
3 Healthcare 0.03%
4 Consumer Discretionary 0.02%
5 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13K 0.01%
496
-2
52
$12K 0.01%
86
53
$9K 0.01%
213
54
$7K 0.01%
100
55
$2K ﹤0.01%
44
56
– –
-160
57
– –
-260
1 2
3