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
$269M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$1.71M
3
+$1.31M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.19M

Top Sells

1
+$5.44M
2
+$130K
3
+$44.8K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$41.6K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$13.7K

Sector Composition

1 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.9M 15.58%
93,911
+2,661
2
$38.9M 14.5%
576,918
+25,338
3
$36.5M 13.6%
378,294
+9,304
4
$24.7M 9.21%
501,775
+25,761
5
$24.2M 8.99%
1,174,538
+63,923
6
$13M 4.82%
247,815
+18,040
7
$10.4M 3.89%
320,881
+5,935
8
$8.9M 3.31%
89,326
+9,329
9
$8.36M 3.11%
479,124
+1,935
10
$6.57M 2.45%
169,167
+153,218
11
$6.56M 2.44%
214,698
+12,980
12
$5.08M 1.89%
239,850
+24,858
13
$4.87M 1.81%
103,543
+2,427
14
$4.41M 1.64%
247,344
+344
15
$3.97M 1.48%
85,906
+703
16
$3.84M 1.43%
111,627
+159
17
$3.55M 1.32%
34,101
+1,258
18
$3.38M 1.26%
196,341
-2,412
19
$3.35M 1.25%
153,042
-52
20
$2.49M 0.93%
34,298
21
$2.47M 0.92%
5,563
+90
22
$2.38M 0.89%
22,346
+116
23
$1.89M 0.7%
76,554
-467
24
$1.6M 0.59%
67,386
+303
25
$1.22M 0.45%
26,592
+1,060
1
2