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IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $451M
1-Year Est. Return 13.94%
This Fund
S&P 500
This Quarter Est. Return
-6.27%
1 Year Est. Return
+13.94%
3 Year Est. Return
+31.13%
5 Year Est. Return
+23.9%
10 Year Est. Return
–
AUM
$224M
AUM Growth
$0
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
85.29%
Holding
54
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
EEM icon
51
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$7K ﹤0.01%
180
– –
IAU icon
52
iShares Gold Trust
IAU
$65.4B
$7K ﹤0.01%
194
– –
RWO icon
53
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.28B
$3K ﹤0.01%
73
– –
LEMB icon
54
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$722M
$0 ﹤0.01%
9
– –
1 2
3

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HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.76% 1-Year Est. Return
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LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
MC
Magnitude Capital New York $450M AUM 43.9% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
EGP
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FIM
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Ironwood Wealth Management (Arizona)'s Q3 2022 Portfolio in Review

As of Q3 2022, Ironwood Wealth Management (Arizona) held 54 positions worth $224M, unchanged from the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Trading was light in Q3 2022: portfolio turnover was 0%. Ironwood Wealth Management (Arizona) opened no new positions and made no exits, leaving the 54-position portfolio largely intact.

By sector, the portfolio is most concentrated in Healthcare at 0.24% of assets, unchanged from a quarter earlier, followed by Industrials and Technology.

  • Ironwood Wealth Management (Arizona)'s ten largest holdings make up 85% of its $224M portfolio in Q3 2022.
  • Ironwood Wealth Management (Arizona) opened 0 new positions and closed 0 in Q3 2022.
  • Ironwood Wealth Management (Arizona)'s portfolio value was unchanged quarter-over-quarter at $224M.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 18 Nov 2022.