IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $340M
1-Year Est. Return 13.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.64%
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
+$5.85M
3
+$3.81M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.6M
5
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$3.47M

Top Sells

1
+$16.8M
2
+$6.93M
3
+$4.33M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.56M
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
– –
-118
52
– –
-2,631
53
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-132
54
– –
-5,447
55
– –
-1,323
56
– –
-39
1 2
3