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
$253M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.82M
3
+$1.65M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$539K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$371K

Top Sells

1
+$1.46M
2
+$1.02M
3
+$497K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$456K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$358K

Sector Composition

1 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.5M 14.81%
91,250
+4,018
2
$36.9M 14.55%
551,580
-21,848
3
$36.6M 14.44%
368,990
+25,151
4
$23.2M 9.17%
476,014
+6,151
5
$22.9M 9.03%
1,110,615
+88,495
6
$11.5M 4.54%
229,775
+2,670
7
$10.1M 3.99%
314,946
-31,867
8
$7.74M 3.05%
79,997
+2,488
9
$7.69M 3.04%
477,189
-19,599
10
$6.37M 2.52%
201,718
+17,075
11
$5.44M 2.15%
64,745
-2,485
12
$4.81M 1.9%
101,116
+7,805
13
$4.56M 1.8%
214,992
-2,133
14
$4.3M 1.7%
247,000
-26,200
15
$3.85M 1.52%
85,203
-11,001
16
$3.8M 1.5%
111,468
-10,492
17
$3.44M 1.36%
32,843
+1,851
18
$3.21M 1.27%
153,094
-10,986
19
$3.17M 1.25%
198,753
-2,103
20
$2.45M 0.97%
34,298
-1,611
21
$2.4M 0.95%
22,230
+1,258
22
$2.24M 0.88%
5,473
-179
23
$1.89M 0.75%
77,021
-3,417
24
$1.52M 0.6%
67,083
-3,018
25
$1.16M 0.46%
4,940
-19
1
2