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
$143M
AUM Growth
+$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$6.9M
3
+$4.15M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$967K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$555K

Top Sells

1
+$8.96M
2
+$6.52M
3
+$3.97M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$356K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$297K

Sector Composition

1 Industrials 0.3%
2 Healthcare 0.02%
3 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2K ﹤0.01%
44
52
– –
-29
53
– –
-594
54
– –
-2
1 2
3