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
$104M
AUM Growth
-$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$970K
2
+$784K
3
+$732K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$602K
5
VB icon
Vanguard Small-Cap ETF
VB
+$581K

Top Sells

1
+$961K
2
+$827K
3
+$751K
4
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$466K
5
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$420K

Sector Composition

1 Industrials 0.3%
2 Technology 0.04%
3 Healthcare 0.03%
4 Communication Services 0.02%
5 Consumer Discretionary 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.8M 19.12%
941,834
-45,621
2
$11.4M 10.96%
802,550
+86
3
$10.3M 9.88%
433,623
-17,778
4
$8.82M 8.5%
886,170
-20,670
5
$7.68M 7.4%
480,594
+10,971
6
$7.12M 6.86%
302,458
-31,928
7
$5.01M 4.83%
91,121
+14,250
8
$4.53M 4.36%
298,480
-21,264
9
$4.28M 4.12%
427,980
-3,108
10
$3.85M 3.71%
81,672
+20,578
11
$3.07M 2.96%
12,199
+979
12
$2.9M 2.79%
87,235
+18,140
13
$2.65M 2.55%
25,154
+6,942
14
$1.63M 1.57%
23,501
-161
15
$1.49M 1.44%
30,975
-17,197
16
$1.44M 1.39%
9,790
+1,096
17
$1.09M 1.05%
9,992
+3,681
18
$905K 0.87%
18,806
-9,676
19
$628K 0.61%
2,512
+152
20
$581K 0.56%
+4,403
21
$576K 0.56%
12,393
+61
22
$412K 0.4%
9,298
+259
23
$404K 0.39%
15,326
+15,004
24
$373K 0.36%
14,109
+13,995
25
$350K 0.34%
5,961
1
2 3