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
$161M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.7M
3
+$2.79M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.55M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.41M

Top Sells

1
+$22.2M
2
+$12.7M
3
+$1.45M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$610K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$392K

Sector Composition

1 Industrials 0.23%
2 Technology 0.04%
3 Healthcare 0.02%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$0 ﹤0.01%
+1
52
– –
-546,273
53
– –
-1,044,851
1 2
3