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
$119M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$3.44M
3
+$3.43M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.49M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.89M

Top Sells

1
+$6.12M
2
+$2.67M
3
+$2.26M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.92M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.68M

Sector Composition

1 Industrials 0.22%
2 Healthcare 0.02%
3 Technology 0.01%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19M 15.95%
906,111
-52,879
2
$18.5M 15.51%
371,151
+153,227
3
$16.7M 13.98%
64,591
+13,272
4
$10.3M 8.63%
254,519
+85,096
5
$9.86M 8.26%
428,640
+3,910
6
$7.45M 6.24%
258,865
+31,260
7
$6.52M 5.47%
639,048
-261,108
8
$3.9M 3.27%
69,578
+44,440
9
$2.93M 2.45%
141,574
-109,263
10
$2.88M 2.41%
285,798
-91,134
11
$2.67M 2.24%
206,936
-473,284
12
$2.56M 2.15%
107,069
+78,836
13
$2.3M 1.93%
163,650
-119,211
14
$2.13M 1.79%
165,468
-149,424
15
$1.55M 1.3%
14,610
-4,515
16
$1.46M 1.22%
12,901
+5,001
17
$1.44M 1.21%
50,565
+18,720
18
$1.1M 0.92%
22,724
+13,482
19
$1M 0.84%
3,878
+1,183
20
$962K 0.81%
6,487
-2,495
21
$669K 0.56%
13,673
-525
22
$531K 0.44%
32,117
+10,326
23
$500K 0.42%
4,330
-459
24
$477K 0.4%
11,043
-299
25
$446K 0.37%
8,345
+3,119
1
2 3