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
$156M
AUM Growth
-$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$997K
3
+$719K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$662K
5
MDT icon
Medtronic
MDT
+$641K

Top Sells

1
+$14.5M
2
+$2.3M
3
+$1.8M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$776K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$640K

Sector Composition

1 Healthcare 0.44%
2 Industrials 0.26%
3 Technology 0.04%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32M 20.52%
444,204
+9,986
2
$30.3M 19.45%
76,261
+1,663
3
$20M 12.84%
947,792
+256,712
4
$16.4M 10.53%
255,291
-35,805
5
$13.1M 8.37%
250,780
-34,540
6
$8.49M 5.44%
78,221
+800
7
$5.82M 3.73%
363,672
-39,972
8
$3.73M 2.39%
105,421
-3,229
9
$3.4M 2.18%
210,654
-17,118
10
$2.51M 1.61%
26,739
-746
11
$2.09M 1.34%
84,228
-24,147
12
$1.85M 1.19%
42,320
-7,256
13
$1.8M 1.15%
36,248
+20,119
14
$1.76M 1.13%
55,457
-13,922
15
$1.73M 1.11%
4,373
-143
16
$1.73M 1.11%
69,232
-31,164
17
$1.64M 1.05%
14,155
+2,087
18
$1.17M 0.75%
4,917
-319
19
$1.09M 0.7%
57,742
-2,656
20
$880K 0.56%
8,161
+54
21
$641K 0.41%
+5,427
22
$611K 0.39%
8,259
-1,113
23
$606K 0.39%
7,981
-673
24
$501K 0.32%
4,401
25
$450K 0.29%
9,838
-1,107
1
2 3