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
$156M
AUM Growth
-$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$5.42M
2 +$997K
3 +$719K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$662K
5
MDT icon
Medtronic
MDT
+$641K

Top Sells

1 +$14.5M
2 +$2.3M
3 +$1.8M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$776K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$640K

Sector Composition

1 Healthcare 0.44%
2 Industrials 0.26%
3 Technology 0.04%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$0 ﹤0.01%
26
-30