IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $274M
1-Year Est. Return 7.93%
This Quarter Est. Return
1 Year Est. Return
+7.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$12.3M
3
+$10.8M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.69M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$8.34M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.34%
2 Consumer Discretionary 0.04%
3 Healthcare 0.03%
4 Communication Services 0.02%
5 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.6M 17.47%
+887,530
2
$12.3M 11.54%
+745,056
3
$10.8M 10.12%
+446,334
4
$9.69M 9.09%
+894,744
5
$8.34M 7.82%
+455,565
6
$7.98M 7.48%
+308,157
7
$5.12M 4.8%
+278,112
8
$4.69M 4.39%
+426,198
9
$4.64M 4.35%
+73,220
10
$3.12M 2.92%
+11,412
11
$3.04M 2.85%
+57,830
12
$2.6M 2.44%
+66,835
13
$2.23M 2.09%
+46,558
14
$2.05M 1.92%
+19,515
15
$1.79M 1.68%
+21,507
16
$1.72M 1.61%
+81,078
17
$1.47M 1.38%
+9,082
18
$1.28M 1.2%
+26,736
19
$770K 0.72%
+7,063
20
$654K 0.61%
+12,332
21
$615K 0.58%
+2,266
22
$430K 0.4%
+8,929
23
$399K 0.37%
+5,961
24
$329K 0.31%
+4,181
25
$269K 0.25%
+4,280
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