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
$134M
AUM Growth
+$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$1.3M
3
+$913K
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$872K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$653K

Top Sells

1
+$4.05M
2
+$949K
3
+$287K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$262K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$215K

Sector Composition

1 Industrials 0.3%
2 Technology 0.04%
3 Healthcare 0.02%
4 Consumer Discretionary 0%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9K 0.01%
213
52
$2K ﹤0.01%
44
53
$1K ﹤0.01%
29
-157
54
– –
-2,000
55
– –
-100
56
– –
-196
57
– –
-6,068
58
$0 ﹤0.01%
2
-16,321
1 2
3