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
$134M
AUM Growth
+$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$1.3M
3
+$913K
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$872K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$653K

Top Sells

1
+$4.05M
2
+$949K
3
+$287K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$262K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$215K

Sector Composition

1 Industrials 0.3%
2 Technology 0.04%
3 Healthcare 0.02%
4 Consumer Discretionary 0%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.5M 14.52%
913,553
+40,931
2
$18.9M 14.11%
1,600,338
+109,872
3
$17M 12.69%
1,067,930
+41,000
4
$9.95M 7.42%
395,729
+5,489
5
$9.72M 7.25%
405,823
+17,759
6
$8.28M 6.17%
214,125
+117,085
7
$6.85M 5.11%
112,167
+4,294
8
$6.77M 5.05%
22,677
+1,145
9
$5.67M 4.23%
300,606
-215,148
10
$5.63M 4.2%
322,852
+980
11
$4.74M 3.53%
400,122
-24,270
12
$4.52M 3.37%
92,142
-5,338
13
$1.98M 1.47%
18,541
-231
14
$1.76M 1.31%
22,566
-2,756
15
$1.61M 1.2%
9,258
-599
16
$1.13M 0.84%
32,908
+26,643
17
$901K 0.67%
7,894
-229
18
$859K 0.64%
29,271
+14,370
19
$800K 0.6%
2,695
+195
20
$737K 0.55%
4,789
+311
21
$691K 0.52%
14,104
-854
22
$677K 0.51%
10,070
+5,918
23
$646K 0.48%
11,547
+760
24
$580K 0.43%
11,435
-115
25
$560K 0.42%
18,676
+2,961
1
2 3