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
$113M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$962K
3
+$793K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$674K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$271K

Top Sells

1
+$1.65M
2
+$136K
3
+$81.1K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$66.9K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$56.2K

Sector Composition

1 Industrials 0.36%
2 Technology 0.04%
3 Healthcare 0.03%
4 Communication Services 0.02%
5 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 18.39%
987,455
+99,925
2
$13.5M 11.88%
802,464
+57,408
3
$11M 9.68%
451,401
+5,067
4
$10.5M 9.29%
906,840
+12,096
5
$9.05M 8%
469,623
+14,058
6
$8.6M 7.59%
334,386
+26,229
7
$6.09M 5.38%
319,744
+41,632
8
$5.06M 4.47%
431,088
+4,890
9
$4.93M 4.35%
76,871
+3,651
10
$3.28M 2.9%
11,220
-192
11
$3.16M 2.79%
61,094
+3,264
12
$2.78M 2.46%
69,095
+2,260
13
$2.3M 2.03%
48,172
+1,614
14
$2.06M 1.82%
23,662
+2,155
15
$1.91M 1.68%
18,212
-1,303
16
$1.5M 1.32%
8,694
-388
17
$1.35M 1.19%
28,482
+1,746
18
$686K 0.61%
2,360
+94
19
$681K 0.6%
6,311
-752
20
$680K 0.6%
12,332
21
$430K 0.38%
9,039
+110
22
$405K 0.36%
5,961
23
$368K 0.33%
4,181
24
$266K 0.23%
4,280
25
$246K 0.22%
1,499
1
2 3