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
$173M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$11M
3
+$1.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$707K

Top Sells

1
+$19.8M
2
+$3.4M
3
+$1.15M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$784K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$425K

Sector Composition

1 Healthcare 0.41%
2 Industrials 0.26%
3 Technology 0.07%
4 Consumer Discretionary 0%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1K ﹤0.01%
16
52
– –
-26
53
– –
-1,231
1 2
3