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
$308M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$838K
3
+$534K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$515K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$253K

Top Sells

1
+$799K
2
+$648K
3
+$519K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$435K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$328K

Sector Composition

1 Healthcare 0%
2 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.8M 14.86%
617,408
-1,066
2
$43.4M 14.07%
732,527
+20,248
3
$40.1M 13%
423,641
+8,853
4
$39.5M 12.8%
75,079
-1,519
5
$25.4M 8.23%
492,138
+4,907
6
$20.1M 6.53%
985,737
+26,126
7
$13.9M 4.49%
228,076
-7,169
8
$11.6M 3.77%
105,297
+1,961
9
$10.1M 3.27%
281,164
-14,480
10
$9.29M 3.01%
86,308
+2,284
11
$7.34M 2.38%
354,663
-15,837
12
$5.33M 1.73%
123,952
-2,399
13
$4.05M 1.31%
38,630
-126
14
$3.94M 1.28%
108,834
-2,047
15
$3.6M 1.17%
176,913
-777
16
$3.55M 1.15%
181,964
-3,274
17
$3.5M 1.13%
112,523
-7,200
18
$2.71M 0.88%
33,995
-147
19
$2.52M 0.82%
4,818
-1
20
$1.78M 0.58%
70,610
-854
21
$1.47M 0.48%
54,120
-213
22
$1.38M 0.45%
56,058
-1,622
23
$1.24M 0.4%
23,210
-1,294
24
$1.15M 0.37%
3,835
-6
25
$945K 0.31%
11,556
-670
1
2