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
$117M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$10.7M
3
+$888K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$762K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$370K

Top Sells

1
+$19.4M
2
+$10.2M
3
+$94.2K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$90.2K
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$49.7K

Sector Composition

1 Industrials 0.32%
2 Technology 0.04%
3 Healthcare 0.03%
4 Consumer Discretionary 0.02%
5 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.6M 17.59%
+972,132
2
$13.3M 11.37%
851,244
+48,694
3
$10.7M 9.15%
+445,464
4
$10.1M 8.61%
896,184
+10,014
5
$8.99M 7.67%
487,182
+6,588
6
$7.91M 6.74%
303,923
+1,465
7
$5.45M 4.65%
89,637
-1,484
8
$5.44M 4.64%
311,320
+12,840
9
$4.91M 4.19%
433,098
+5,118
10
$4.39M 3.74%
84,886
+3,214
11
$3.52M 3.01%
12,389
+190
12
$3.4M 2.9%
89,810
+2,575
13
$2.57M 2.19%
24,265
-889
14
$2.18M 1.86%
28,301
+4,800
15
$1.76M 1.5%
10,571
+781
16
$1.62M 1.38%
33,438
+2,463
17
$1.17M 1%
78,806
+59,608
18
$1.17M 1%
10,515
+523
19
$877K 0.75%
17,798
-1,008
20
$710K 0.61%
2,512
21
$684K 0.58%
4,478
+75
22
$641K 0.55%
11,884
-509
23
$475K 0.41%
15,719
+393
24
$447K 0.38%
8,929
-369
25
$409K 0.35%
13,999
-110
1
2 3