IWMA
Ironwood Wealth Management (Arizona) Portfolio holdings
AUM
$274M
1-Year Return
7.93%
This Quarter Return
-9.61%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$104M
AUM Growth
-$9.46M
(-8.4%)
Cap. Flow
+$1.71M
Cap. Flow
% of AUM
1.65%
Top 10 Holdings %
Top 10 Hldgs %
79.74%
Holding
60
New
2
Increased
21
Reduced
16
Closed
5
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$970K |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$784K |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$732K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$602K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$581K |
Top Sells
Sector Composition
| 1 | Industrials | 0.3% |
| 2 | Technology | 0.04% |
| 3 | Healthcare | 0.03% |
| 4 | Communication Services | 0.02% |
| 5 | Consumer Discretionary | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Johnson & Johnson
JNJ
$430B
| $11K | 0.01% |
86
| – | – |
|
52
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $8K | 0.01% |
213
| – | – |
|
53
Alphabet (Google) Class C
GOOG
$2.84T
| $8K | 0.01% |
160
| – | – |
|
54
Occidental Petroleum
OXY
$45.2B
| $6K | 0.01% |
100
| – | – |
|
55
iShares S&P 500 Growth ETF
IVW
$63.7B
| $2K | ﹤0.01% |
44
| – | – |
|
56
iShares MSCI EAFE Growth ETF
EFG
$13.2B
| – | – |
-339
| Closed | -$27K |
|
57
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| – | – |
-307
| Closed | -$33K |
|
58
McKesson
MCK
$85.5B
| – | – |
-40
| Closed | -$5K |
|
59
Meta Platforms (Facebook)
META
$1.89T
| – | – |
-5
| Closed | -$1K |
|
|
BSCI
60
DELISTED
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
| – | – |
-3,115
| Closed | -$66K |
|