IWMA
Ironwood Wealth Management (Arizona) Portfolio holdings
AUM $274M
1-Year Return
7.93%
This Quarter Return
+5.5%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$274M
AUM Growth
-$51.8M
(-16%)
Cap. Flow
-$68.6M
Cap. Flow
% of AUM
-25.05%
Top 10 Holdings %
Top 10 Hldgs %
87.21%
Holding
43
New
1
Increased
6
Reduced
31
Closed
1
Top Buys
| 1 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$19.1M |
| 2 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$1.33M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
+$997K |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$808K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$62.8K |
Top Sells
| 1 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$23.3M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$11M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$9.97M |
| 4 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$9.79M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$5.53M |
Sector Composition
| 1 | Healthcare | 0% |
