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
$243M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$9.13M
3
+$6.05M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$4.81M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$4.26M

Top Sells

1
+$11.4M
2
+$6.92M
3
+$4.48M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.74M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.55M

Sector Composition

1 Healthcare 0.41%
2 Industrials 0.2%
3 Technology 0.12%
4 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9K ﹤0.01%
234
-613
52
$8K ﹤0.01%
180
+87
53
$3K ﹤0.01%
72
-362
54
$2K ﹤0.01%
46
-39
55
$0 ﹤0.01%
8
-73
56
– –
-16
1 2
3