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
$229M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.93M
3
+$1.61M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.09M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$766K

Top Sells

1
+$157K
2
+$115K
3
+$28.3K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$25.7K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$20.9K

Sector Composition

1 Healthcare 0.26%
2 Industrials 0.21%
3 Technology 0.06%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.9M 20.03%
615,381
+39,254
2
$44.2M 19.3%
92,751
+2,284
3
$43.3M 18.88%
432,718
+39,252
4
$22.6M 9.84%
377,013
+26,946
5
$12.7M 5.53%
223,870
+1,475
6
$12.4M 5.41%
108,251
+949
7
$11.7M 5.11%
547,472
+35,819
8
$6.41M 2.79%
337,878
-1,494
9
$3.78M 1.65%
103,659
+583
10
$3.71M 1.62%
197,070
-1,362
11
$3.29M 1.44%
66,941
-2,341
12
$2.3M 1%
23,141
-7
13
$1.98M 0.86%
4,161
-44
14
$1.65M 0.72%
39,658
+435
15
$1.6M 0.7%
13,751
-88
16
$1.55M 0.68%
52,388
-188
17
$1.4M 0.61%
52,041
-45
18
$1.38M 0.6%
53,908
+868
19
$1.08M 0.47%
55,486
+208
20
$1.08M 0.47%
3,880
21
$636K 0.28%
8,088
+42
22
$585K 0.26%
7,042
23
$561K 0.24%
5,427
24
$542K 0.24%
4,748
+126
25
$500K 0.22%
4,654
+826
1
2 3