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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

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
2
$33.4M 14.94%
88,092
3
$22.8M 10.2%
222,999
4
$22.5M 10.07%
1,085,308
5
$19.2M 8.58%
390,790
6
$17.1M 7.64%
170,649
7
$11.3M 5.07%
122,640
8
$10.4M 4.63%
228,820
9
$8.02M 3.59%
169,788
10
$5.31M 2.38%
152,699
11
$4.81M 2.15%
323,232
12
$4.16M 1.86%
119,732
13
$4.13M 1.85%
143,058
14
$2.71M 1.21%
184,206
15
$2.4M 1.07%
117,157
16
$2.05M 0.92%
25,559
17
$1.74M 0.78%
4,617
18
$1.59M 0.71%
62,545
19
$1.38M 0.62%
12,942
20
$1.04M 0.47%
53,530
21
$953K 0.43%
45,564
22
$818K 0.37%
52,002
23
$720K 0.32%
3,310
24
$554K 0.25%
8,863
25
$489K 0.22%
5,447
1
2 3