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
$229M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.93M
3
+$1.61M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.09M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$766K

Top Sells

1
+$157K
2
+$115K
3
+$28.3K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$25.7K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$20.9K

Sector Composition

1 Healthcare 0.26%
2 Industrials 0.21%
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%
81
+31
52
$0 ﹤0.01%
16
53
– –
-7,432
1 2
3