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
$239M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.05M
3
+$3.95M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.69M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.56M

Top Sells

1
+$16.8M
2
+$7.26M
3
+$4.27M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.59M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.29M

Sector Composition

1 Healthcare 0.01%
2 Consumer Discretionary 0%
3 Industrials 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-39
52
– –
-132
53
– –
-5,447
54
– –
-1,323
55
– –
-2,714
56
– –
-5,162
1 2
3