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
$131M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$2.82M
3
+$2.69M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.26M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.47M

Top Sells

1
+$2.12M
2
+$1.38M
3
+$904K
4
UCI
E-TRACS UBS Bloomberg CMCI ETN
UCI
+$714K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$585K

Sector Composition

1 Industrials 0.29%
2 Technology 0.04%
3 Healthcare 0.03%
4 Consumer Discretionary 0.02%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14K 0.01%
+406
52
$12K 0.01%
86
53
$10K 0.01%
196
-4,102
54
$9K 0.01%
213
55
$5K ﹤0.01%
100
56
$5K ﹤0.01%
186
-300
57
$2K ﹤0.01%
44
58
– –
-1,377
1 2
3