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
$119M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$3.44M
3
+$3.43M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.49M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.89M

Top Sells

1
+$6.12M
2
+$2.67M
3
+$2.26M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.92M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.68M

Sector Composition

1 Industrials 0.22%
2 Healthcare 0.02%
3 Technology 0.01%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$0 ﹤0.01%
+9
52
– –
-2,272
53
– –
-11,317
54
– –
-29,276
1 2
3