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
$245M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.5M
3
+$2.15M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$948K
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$57.2K

Top Sells

1
+$17.4M
2
+$8.47M
3
+$2.41M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.15M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.7M

Sector Composition

1 Energy 0.02%
2 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.3M 14.42%
557,358
-19,560
2
$33.8M 13.81%
373,547
-4,747
3
$31.9M 13%
74,187
-19,724
4
$22.5M 9.2%
476,105
-25,670
5
$15.1M 6.18%
+278,051
6
$11.5M 4.69%
+571,986
7
$11.3M 4.63%
230,475
-17,340
8
$9.37M 3.82%
302,046
-18,835
9
$8.29M 3.38%
87,912
-1,414
10
$6.87M 2.8%
332,120
-842,418
11
$6.38M 2.6%
378,429
-100,695
12
$4.78M 1.95%
129,485
-39,682
13
$4.49M 1.83%
139,805
-74,893
14
$4.44M 1.81%
43,335
+20,989
15
$3.76M 1.53%
85,907
+1
16
$3.59M 1.47%
107,015
-4,612
17
$3.46M 1.41%
174,459
-65,391
18
$3.38M 1.38%
199,248
-48,096
19
$3.25M 1.33%
31,641
-2,460
20
$3.1M 1.27%
149,746
-3,296
21
$3M 1.22%
180,585
-15,756
22
$2.64M 1.08%
57,102
-46,441
23
$2.36M 0.96%
34,249
-49
24
$2.1M 0.86%
4,906
-657
25
$1.75M 0.71%
73,102
-3,452
1
2