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
$239M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.05M
3
+$3.95M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.69M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.56M

Top Sells

1
+$16.8M
2
+$7.26M
3
+$4.27M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.59M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.29M

Sector Composition

1 Healthcare 0.01%
2 Consumer Discretionary 0%
3 Industrials 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.3M 14.76%
573,428
-117,824
2
$33.5M 13.99%
87,232
-860
3
$32.9M 13.75%
343,839
+120,840
4
$21.9M 9.16%
469,863
+79,073
5
$20.9M 8.74%
1,022,120
-63,188
6
$11M 4.59%
227,105
-1,715
7
$10.3M 4.3%
346,813
+203,755
8
$7.48M 3.12%
496,788
+173,556
9
$7.34M 3.06%
77,509
-45,131
10
$6.22M 2.6%
184,643
+31,944
11
$5.53M 2.31%
67,230
+41,671
12
$4.46M 1.86%
217,125
+99,968
13
$4.4M 1.84%
273,200
+221,198
14
$4.38M 1.83%
93,311
-76,477
15
$4.04M 1.69%
96,204
+94,095
16
$4.02M 1.68%
121,960
+2,228
17
$3.32M 1.39%
164,080
+110,550
18
$3.23M 1.35%
30,992
+30,290
19
$3M 1.25%
200,856
+16,650
20
$2.36M 0.98%
35,909
+27,046
21
$2.21M 0.92%
20,972
+8,030
22
$2.16M 0.9%
5,652
+1,035
23
$1.9M 0.8%
80,438
+17,893
24
$1.53M 0.64%
70,101
+24,537
25
$1.21M 0.5%
28,433
+19,845
1
2 3