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
$212M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$8.37M
3
+$5.57M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.62M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.32M

Top Sells

1
+$10.3M
2
+$476K
3
+$195K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$121K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$72.7K

Sector Composition

1 Healthcare 0.34%
2 Industrials 0.22%
3 Technology 0.06%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1K ﹤0.01%
32
1 2
3