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
$306M
AUM Growth
-$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.19M
3
+$1.12M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$961K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$226K

Top Sells

1
+$3.68M
2
+$1.32M
3
+$1.12M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.05M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$781K

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.4M 14.84%
787,912
+55,385
2
$43.7M 14.28%
602,057
-15,351
3
$43.3M 14.15%
462,629
+38,988
4
$37.4M 12.21%
68,361
-6,718
5
$25.3M 8.26%
472,606
-19,532
6
$21.3M 6.95%
1,040,300
+54,563
7
$12.6M 4.1%
214,736
-13,340
8
$10.9M 3.56%
102,140
-3,157
9
$9.47M 3.09%
269,923
-11,241
10
$7.88M 2.57%
73,963
-12,345
11
$7.16M 2.34%
334,113
-20,550
12
$5.37M 1.75%
129,383
+5,431
13
$3.96M 1.29%
105,005
-3,829
14
$3.73M 1.22%
35,707
-2,923
15
$3.66M 1.19%
174,483
-2,430
16
$3.55M 1.16%
110,841
-1,682
17
$3.12M 1.02%
162,590
-19,374
18
$2.65M 0.87%
33,837
-158
19
$2.52M 0.82%
4,637
-181
20
$1.8M 0.59%
67,818
-2,792
21
$1.4M 0.46%
54,084
-36
22
$1.35M 0.44%
56,982
+924
23
$1.11M 0.36%
3,586
-249
24
$1.1M 0.36%
40,504
+35,310
25
$1.06M 0.35%
12,978
+1,422
1
2