IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $340M
1-Year Est. Return 13.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.64%
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
+$5.43M
2
+$999K
3
+$714K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$644K
5
MDT icon
Medtronic
MDT
+$636K

Top Sells

1
+$14.7M
2
+$2.36M
3
+$1.72M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$766K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$626K

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
1 2
3