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
$243M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$9.13M
3
+$6.05M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$4.81M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$4.26M

Top Sells

1
+$11.4M
2
+$6.92M
3
+$4.48M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.74M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.55M

Sector Composition

1 Healthcare 0.41%
2 Industrials 0.2%
3 Technology 0.12%
4 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.8M 17.16%
600,849
-14,532
2
$37.6M 15.44%
82,866
-9,885
3
$36.4M 14.94%
363,554
-69,164
4
$22.1M 9.1%
+1,050,879
5
$18.2M 7.48%
327,698
-49,315
6
$11.3M 4.63%
104,500
-3,751
7
$10.5M 4.3%
195,000
-28,870
8
$9.13M 3.75%
+85,003
9
$7.19M 2.95%
209,843
+106,184
10
$6.36M 2.61%
172,166
+164,027
11
$5.8M 2.38%
150,022
+110,364
12
$5.65M 2.32%
314,952
-22,926
13
$4.81M 1.98%
+211,565
14
$4.27M 1.75%
90,206
+23,265
15
$3.18M 1.3%
178,470
-18,600
16
$2.93M 1.2%
31,283
+8,142
17
$1.9M 0.78%
17,311
+3,560
18
$1.86M 0.76%
17,796
+13,142
19
$1.8M 0.74%
3,987
-174
20
$1.44M 0.59%
51,936
-452
21
$1.24M 0.51%
52,408
-1,500
22
$1.14M 0.47%
45,252
-6,789
23
$960K 0.39%
52,312
-3,174
24
$939K 0.39%
8,459
+3,032
25
$873K 0.36%
3,328
-552
1
2 3