IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $340M
1-Year Est. Return 13.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$1.31M
3
+$932K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$803K
5
VB icon
Vanguard Small-Cap ETF
VB
+$59.1K

Top Sells

1
+$23.3M
2
+$10.4M
3
+$9.84M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$9.67M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.12M

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.7M 17.41%
571,299
-131,460
2
$38.8M 14.15%
690,694
-174,442
3
$37.7M 13.75%
393,200
-104,072
4
$36.1M 13.17%
58,096
-8,910
5
$26.3M 9.58%
437,286
-91,489
6
$19.1M 6.99%
+980,751
7
$12M 4.37%
192,927
-37,770
8
$8.82M 3.22%
80,662
-37,547
9
$7.88M 2.88%
194,710
-63,460
10
$4.68M 1.71%
191,297
-69,735
11
$4.03M 1.47%
37,918
+7,599
12
$3.27M 1.19%
31,304
-37,844
13
$3.17M 1.16%
74,093
-23,901
14
$3.1M 1.13%
91,169
-33,520
15
$2.9M 1.06%
121,606
-43,857
16
$2.49M 0.91%
58,436
-48,025
17
$2.49M 0.91%
93,547
+49,983
18
$2.37M 0.86%
93,624
+39,406
19
$1.76M 0.64%
79,524
-35,859
20
$1.55M 0.57%
2,512
-1,751
21
$1.23M 0.45%
40,835
-25,143
22
$1.21M 0.44%
13,524
-17,910
23
$1.02M 0.37%
36,410
-6,595
24
$783K 0.29%
9,452
-761
25
$676K 0.25%
1,925
-1,120
1
2