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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$13.9M
3
+$11.3M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$9.01M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$7.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.37%
2 Industrials 0.31%
3 Healthcare 0.2%
4 Financials 0.19%
5 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1K ﹤0.01%
+26
77
$1K ﹤0.01%
+5
78
$1K ﹤0.01%
+17
79
$1K ﹤0.01%
+13
80
$0 ﹤0.01%
+50
81
$0 ﹤0.01%
+10
82
$0 ﹤0.01%
+10
83
$0 ﹤0.01%
+10
84
$0 ﹤0.01%
+9
85
$0 ﹤0.01%
+1
86
$0 ﹤0.01%
+8
87
$0 ﹤0.01%
+4
1 2 3
4