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
$224M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$5.32M
3
+$3.76M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.98M

Top Sells

1
+$19.3M
2
+$1.93M
3
+$1.93M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.78M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.05M

Sector Composition

1 Healthcare 0.24%
2 Industrials 0.2%
3 Technology 0.07%
4 Consumer Discretionary 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.7M 18.2%
691,252
+90,403
2
$33.4M 14.94%
88,092
+5,226
3
$22.8M 10.2%
222,999
+137,996
4
$22.5M 10.07%
1,085,308
+34,429
5
$19.2M 8.58%
390,790
+63,092
6
$17.1M 7.64%
170,649
-192,905
7
$11.3M 5.07%
122,640
+18,140
8
$10.4M 4.63%
228,820
+33,820
9
$8.02M 3.59%
169,788
+79,582
10
$5.31M 2.38%
152,699
-19,467
11
$4.81M 2.15%
323,232
+8,280
12
$4.16M 1.86%
119,732
-30,290
13
$4.13M 1.85%
143,058
-66,785
14
$2.71M 1.21%
184,206
+5,736
15
$2.4M 1.07%
117,157
-94,408
16
$2.05M 0.92%
25,559
-5,724
17
$1.74M 0.78%
4,617
+630
18
$1.59M 0.71%
62,545
+10,609
19
$1.38M 0.62%
12,942
-4,369
20
$1.04M 0.47%
53,530
+1,122
21
$953K 0.43%
45,564
+312
22
$818K 0.37%
52,002
-310
23
$720K 0.32%
3,310
-18
24
$554K 0.25%
8,863
+850
25
$489K 0.22%
5,447
-3,012
1
2 3