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
$300M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$7.93M
3
+$4.41M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.98M

Top Sells

1
+$6.87M
2
+$3.99M
3
+$2.41M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.17M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.87M

Sector Composition

1 Energy 0.01%
2 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.8M 14.62%
712,279
+434,228
2
$43.5M 14.52%
618,474
+61,116
3
$40M 13.34%
414,788
+41,241
4
$36.6M 12.21%
76,598
+2,411
5
$24.6M 8.22%
487,231
+11,126
6
$19.6M 6.55%
959,611
+387,625
7
$13M 4.35%
235,245
+4,770
8
$11.2M 3.73%
103,336
+15,424
9
$10.1M 3.35%
295,644
-6,402
10
$9.11M 3.04%
84,024
+40,689
11
$6.97M 2.32%
370,500
-7,929
12
$5.33M 1.78%
126,351
-3,134
13
$4.09M 1.36%
38,756
+7,115
14
$3.93M 1.31%
110,881
+3,866
15
$3.64M 1.21%
119,723
-20,082
16
$3.42M 1.14%
185,238
-14,010
17
$3.3M 1.1%
177,690
-2,895
18
$2.57M 0.86%
34,142
-107
19
$2.29M 0.76%
4,819
-87
20
$1.77M 0.59%
71,464
-1,638
21
$1.36M 0.46%
54,333
22
$1.36M 0.45%
57,680
-92,066
23
$1.29M 0.43%
60,891
-113,568
24
$1.19M 0.4%
24,504
-357
25
$1.05M 0.35%
3,841
-418
1
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