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
$322M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.32M
3
+$1.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$852K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$699K

Top Sells

1
+$2.17M
2
+$819K
3
+$457K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$236K

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.8M 15.14%
694,443
+70,234
2
$47.7M 14.79%
861,524
+41,910
3
$44.7M 13.86%
483,290
+4,984
4
$38.9M 12.07%
66,105
-3,681
5
$27.1M 8.41%
518,881
+25,316
6
$23.1M 7.17%
1,118,912
+33,829
7
$13.9M 4.31%
222,965
+2,068
8
$13.2M 4.09%
114,527
+7,395
9
$9.11M 2.83%
266,829
-604
10
$7.95M 2.47%
74,601
+168
11
$6.83M 2.12%
294,607
-35,327
12
$5.33M 1.65%
118,692
-10,171
13
$4.13M 1.28%
128,663
+17,567
14
$3.95M 1.22%
102,898
-1,194
15
$3.81M 1.18%
168,046
-3,317
16
$3.61M 1.12%
34,267
-828
17
$2.99M 0.93%
161,766
+504
18
$2.67M 0.83%
35,325
+1,612
19
$2.57M 0.8%
4,377
-103
20
$1.77M 0.55%
66,430
-995
21
$1.41M 0.44%
54,696
-1,682
22
$1.4M 0.43%
50,406
-3,696
23
$1.02M 0.32%
3,045
-541
24
$1.01M 0.31%
12,361
+1,598
25
$835K 0.26%
17,616
1
2