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
$212M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$8.17M
3
+$5.41M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.49M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.29M

Top Sells

1
+$10.3M
2
+$475K
3
+$193K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$118K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$70.9K

Sector Composition

1 Healthcare 0.34%
2 Industrials 0.22%
3 Technology 0.06%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.8M 20.14%
576,127
+110,059
2
$39.4M 18.53%
393,466
+283,237
3
$39M 18.35%
90,467
+12,560
4
$21.6M 10.18%
350,067
+72,632
5
$11.7M 5.52%
107,302
+39,269
6
$11.7M 5.51%
222,395
+34,775
7
$11M 5.19%
511,653
-479,178
8
$5.88M 2.77%
339,372
-4,074
9
$3.73M 1.76%
103,076
+294
10
$3.44M 1.62%
198,432
-6,816
11
$3.42M 1.61%
69,282
+21,541
12
$2.19M 1.03%
23,148
-443
13
$1.8M 0.85%
4,205
-3
14
$1.67M 0.79%
39,223
-971
15
$1.61M 0.76%
13,839
-1,662
16
$1.6M 0.75%
52,576
-407
17
$1.33M 0.63%
52,086
-2,106
18
$1.33M 0.62%
53,040
+144
19
$1.07M 0.5%
55,278
-442
20
$989K 0.47%
3,880
-266
21
$680K 0.32%
5,427
22
$628K 0.3%
8,046
+65
23
$551K 0.26%
7,042
24
$531K 0.25%
4,622
25
$412K 0.19%
3,828
-4,414
1
2 3