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
$224M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$5.32M
3
+$3.76M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.98M

Top Sells

1
+$19.3M
2
+$1.93M
3
+$1.93M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.78M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.05M

Sector Composition

1 Healthcare 0.24%
2 Industrials 0.2%
3 Technology 0.07%
4 Consumer Discretionary 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7K ﹤0.01%
180
52
$7K ﹤0.01%
194
-40
53
$3K ﹤0.01%
73
-622
54
– –
-81
55
$0 ﹤0.01%
9
+1
1 2
3