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
$135M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.74M
3
+$1.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$795K

Top Sells

1
+$1.96M
2
+$1.73M
3
+$1.55M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.46M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.27M

Sector Composition

1 Industrials 0.12%
2 Technology 0.03%
3 Healthcare 0.02%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-13,673
1 2
3