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
$161M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.7M
3
+$2.79M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.55M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.41M

Top Sells

1
+$22.2M
2
+$12.7M
3
+$1.45M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$610K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$392K

Sector Composition

1 Industrials 0.23%
2 Technology 0.04%
3 Healthcare 0.02%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30M 18.64%
434,218
+36,852
2
$28M 17.4%
74,598
+7,441
3
$18.1M 11.22%
291,096
+10,402
4
$14.7M 9.16%
+637,690
5
$14.7M 9.11%
+691,080
6
$13.1M 8.15%
285,320
+14,160
7
$7.12M 4.42%
77,421
+4,406
8
$6.12M 3.8%
403,644
-95,682
9
$3.67M 2.28%
108,650
-506
10
$3.45M 2.15%
227,772
-16,872
11
$2.46M 1.53%
108,375
-9,351
12
$2.23M 1.39%
100,396
-17,612
13
$2.19M 1.36%
27,485
-1,494
14
$2.13M 1.32%
69,379
-19,904
15
$2.09M 1.3%
49,576
-1,940
16
$1.69M 1.05%
4,516
-540
17
$1.41M 0.88%
+12,068
18
$1.17M 0.73%
5,236
-526
19
$1.09M 0.68%
60,398
-14,614
20
$876K 0.54%
+8,107
21
$803K 0.5%
+16,129
22
$642K 0.4%
9,372
-656
23
$631K 0.39%
8,654
+26
24
$520K 0.32%
4,401
+156
25
$442K 0.27%
10,945
-509
1
2 3