IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $298M
1-Year Est. Return 6.75%
This Quarter Est. Return
1 Year Est. Return
+6.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.74M
3
+$1.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$795K

Top Sells

1
+$1.96M
2
+$1.73M
3
+$1.55M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.46M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.27M

Sector Composition

1 Industrials 0.12%
2 Technology 0.03%
3 Healthcare 0.02%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.7M 16.83%
397,366
+26,215
2
$22.2M 16.48%
1,044,851
+138,740
3
$20.8M 15.41%
67,157
+2,566
4
$13.4M 9.9%
280,694
+26,175
5
$12.7M 9.42%
546,273
+117,633
6
$9.64M 7.15%
271,160
+12,295
7
$6.17M 4.57%
499,326
-139,722
8
$4.99M 3.7%
73,015
+3,437
9
$3.02M 2.23%
109,156
+2,087
10
$3M 2.22%
244,644
-41,154
11
$2.17M 1.61%
89,283
-52,291
12
$2.06M 1.53%
117,726
-45,924
13
$1.93M 1.43%
118,008
-47,460
14
$1.72M 1.28%
51,516
+951
15
$1.71M 1.27%
28,979
+6,255
16
$1.56M 1.16%
5,056
+1,178
17
$1.12M 0.83%
75,012
-131,924
18
$1.04M 0.77%
5,762
-725
19
$538K 0.4%
10,028
-1,015
20
$525K 0.39%
8,628
+283
21
$502K 0.37%
4,245
+4,085
22
$358K 0.27%
11,454
-1,386
23
$265K 0.2%
1,617
-229
24
$162K 0.12%
2,631
-1,550
25
$139K 0.1%
3,514
-336
1
2 3