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
$332M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.73M
3
+$1.54M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.2M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$925K

Top Sells

1
+$400K
2
+$184K
3
+$170K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$94.5K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$93.5K

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.4M 15.18%
819,614
+31,702
2
$48.7M 14.66%
624,209
+22,152
3
$46.9M 14.12%
478,306
+15,677
4
$40.3M 12.11%
69,786
+1,425
5
$28.3M 8.53%
493,565
+20,959
6
$22.4M 6.74%
1,085,083
+44,783
7
$13.8M 4.14%
220,897
+6,161
8
$12.5M 3.77%
107,132
+4,992
9
$10M 3.02%
267,433
-2,490
10
$8.09M 2.43%
74,433
+470
11
$7.46M 2.25%
329,934
-4,179
12
$5.86M 1.76%
128,863
-520
13
$4.3M 1.29%
104,092
-913
14
$3.8M 1.14%
171,363
-3,120
15
$3.73M 1.12%
35,095
-612
16
$3.58M 1.08%
111,096
+255
17
$3.32M 1%
161,262
-1,328
18
$2.82M 0.85%
33,713
-124
19
$2.57M 0.77%
4,480
-157
20
$1.97M 0.59%
67,425
-393
21
$1.5M 0.45%
54,102
+18
22
$1.45M 0.44%
56,378
-604
23
$1.17M 0.35%
3,586
24
$950K 0.29%
17,366
-1,622
25
$895K 0.27%
10,763
-2,215
1
2