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
$143M
AUM Growth
+$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$6.9M
3
+$4.15M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$967K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$555K

Top Sells

1
+$8.96M
2
+$6.52M
3
+$3.97M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$356K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$297K

Sector Composition

1 Industrials 0.3%
2 Healthcare 0.02%
3 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.4M 14.24%
958,990
+45,437
2
$16.6M 11.57%
51,319
+28,642
3
$14.2M 9.92%
217,924
+105,757
4
$11.5M 8.04%
900,156
-700,182
5
$11.4M 7.98%
680,220
-387,710
6
$10.2M 7.09%
424,730
+18,907
7
$9.37M 6.54%
227,605
+13,480
8
$9.11M 6.35%
169,423
+77,281
9
$6.87M 4.79%
250,837
-144,892
10
$5.96M 4.15%
314,892
-7,960
11
$5.67M 3.96%
282,861
-17,745
12
$4.83M 3.37%
376,932
-23,190
13
$2.11M 1.47%
25,138
+2,572
14
$2.04M 1.42%
19,125
+584
15
$1.69M 1.18%
8,982
-276
16
$1.2M 0.84%
31,845
-1,063
17
$900K 0.63%
7,900
+6
18
$885K 0.62%
28,233
-1,038
19
$867K 0.6%
2,695
20
$793K 0.55%
4,789
21
$697K 0.49%
14,198
+94
22
$676K 0.47%
11,342
-205
23
$670K 0.47%
9,242
-828
24
$600K 0.42%
18,389
-287
25
$572K 0.4%
11,317
-118
1
2 3