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
$173M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$11M
3
+$1.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$707K

Top Sells

1
+$19.8M
2
+$3.4M
3
+$1.15M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$784K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$425K

Sector Composition

1 Healthcare 0.41%
2 Industrials 0.26%
3 Technology 0.07%
4 Consumer Discretionary 0%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.2M 20.27%
466,068
+21,864
2
$33.5M 19.29%
77,907
+1,646
3
$21.4M 12.34%
+990,831
4
$18.7M 10.79%
277,435
+22,144
5
$11M 6.36%
+110,229
6
$10.1M 5.82%
187,620
-63,160
7
$7.66M 4.42%
68,033
-10,188
8
$5.95M 3.43%
343,446
-20,226
9
$3.81M 2.2%
102,782
-2,639
10
$3.56M 2.06%
205,248
-5,406
11
$2.37M 1.36%
47,741
+11,493
12
$2.3M 1.32%
23,591
-3,148
13
$1.84M 1.06%
40,194
-2,126
14
$1.81M 1.05%
15,501
+1,346
15
$1.8M 1.04%
4,208
-165
16
$1.75M 1.01%
52,983
-2,474
17
$1.42M 0.82%
54,192
-30,036
18
$1.38M 0.79%
52,896
-16,336
19
$1.11M 0.64%
55,720
-2,022
20
$1.06M 0.61%
4,146
-771
21
$888K 0.51%
8,242
+81
22
$676K 0.39%
5,427
23
$634K 0.37%
7,981
24
$559K 0.32%
7,042
-1,217
25
$533K 0.31%
4,622
+221
1
2 3