IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $298M
1-Year Est. Return 6.75%
This Quarter Est. Return
1 Year Est. Return
+6.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$704K
3
+$629K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$534K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$506K

Top Sells

1
+$917K
2
+$835K
3
+$741K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$575K
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$518K

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.2M 16.32%
702,759
+8,316
2
$49.8M 15.3%
865,136
+3,612
3
$47.4M 14.56%
497,272
+13,982
4
$37.7M 11.56%
67,006
+901
5
$28.5M 8.76%
528,775
+9,894
6
$23.6M 7.24%
1,140,976
+22,064
7
$13.5M 4.13%
230,697
+7,732
8
$12.4M 3.79%
118,209
+3,682
9
$9.4M 2.89%
258,170
-8,659
10
$7.29M 2.24%
69,148
-5,453
11
$5.76M 1.77%
261,032
-33,575
12
$4.4M 1.35%
124,689
-3,974
13
$4.34M 1.33%
106,461
-12,231
14
$3.86M 1.18%
97,994
-4,904
15
$3.56M 1.09%
165,463
-2,583
16
$3.2M 0.98%
30,319
-3,948
17
$2.57M 0.79%
31,434
-3,891
18
$2.38M 0.73%
4,263
-114
19
$2.28M 0.7%
115,383
-46,383
20
$1.82M 0.56%
65,978
-452
21
$1.27M 0.39%
54,218
-478
22
$1.19M 0.36%
43,564
+25,820
23
$1.13M 0.35%
43,005
-7,401
24
$967K 0.3%
3,045
25
$845K 0.26%
10,213
-2,148
1
2