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
$131M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$2.82M
3
+$2.69M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.26M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.47M

Top Sells

1
+$2.12M
2
+$1.38M
3
+$904K
4
UCI
E-TRACS UBS Bloomberg CMCI ETN
UCI
+$714K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$585K

Sector Composition

1 Industrials 0.29%
2 Technology 0.04%
3 Healthcare 0.03%
4 Consumer Discretionary 0.02%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.6M 14.2%
872,622
-99,510
2
$17.4M 13.34%
1,490,466
+594,282
3
$16.5M 12.61%
1,026,930
+175,686
4
$10.2M 7.84%
390,240
+86,317
5
$9.81M 7.51%
515,754
+28,572
6
$9.35M 7.15%
388,064
-57,400
7
$6.62M 5.07%
107,873
+18,236
8
$6.35M 4.86%
21,532
+9,143
9
$5.75M 4.4%
321,872
+10,552
10
$5.01M 3.84%
97,480
+12,594
11
$4.99M 3.82%
424,392
-8,706
12
$3.77M 2.89%
97,040
+7,230
13
$2M 1.53%
18,772
-5,493
14
$1.98M 1.52%
25,322
-2,979
15
$1.7M 1.3%
9,857
-714
16
$1.47M 1.13%
+66,133
17
$919K 0.7%
8,123
-2,392
18
$733K 0.56%
2,500
-12
19
$732K 0.56%
14,958
-18,480
20
$702K 0.54%
4,478
21
$603K 0.46%
10,787
-1,097
22
$579K 0.44%
11,550
-6,248
23
$482K 0.37%
15,715
-4
24
$441K 0.34%
14,901
+902
25
$425K 0.33%
29,409
-49,397
1
2 3