IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $349M
1-Year Est. Return 12.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.65M
3
+$1.74M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.26M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$900K

Top Sells

1
+$2.58M
2
+$1.19M
3
+$967K
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$889K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$479K

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.2M 15.83%
540,937
-30,362
2
$43M 14.41%
756,176
+65,482
3
$40.2M 13.48%
610,090
+172,804
4
$39.7M 13.3%
411,397
+18,197
5
$38.8M 13.01%
57,990
-106
6
$20M 6.69%
1,020,325
+39,574
7
$12.5M 4.18%
190,992
-1,935
8
$10.5M 3.52%
88,489
+7,827
9
$7.41M 2.48%
173,257
-21,453
10
$4.61M 1.55%
43,311
+12,007
11
$4.54M 1.52%
172,432
-18,865
12
$3.54M 1.19%
99,790
+8,621
13
$3.21M 1.08%
68,548
-5,545
14
$2.86M 0.96%
26,777
-11,141
15
$2.71M 0.91%
105,270
-16,336
16
$2.59M 0.87%
55,901
-2,535
17
$2.58M 0.86%
92,489
-1,135
18
$1.75M 0.59%
74,989
-4,535
19
$1.53M 0.51%
56,908
-36,639
20
$1.53M 0.51%
2,300
-212
21
$1.25M 0.42%
37,578
-3,257
22
$1.1M 0.37%
11,743
-1,781
23
$974K 0.33%
32,860
-3,550
24
$871K 0.29%
10,500
+1,048
25
$614K 0.21%
1,620
-305
1
2