IWMA
Ironwood Wealth Management (Arizona) Portfolio holdings
AUM
$274M
1-Year Return
7.93%
This Quarter Return
+5.76%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$143M
AUM Growth
+$9.28M
(+6.9%)
Cap. Flow
+$1.75M
Cap. Flow
% of AUM
1.22%
Top 10 Holdings %
Top 10 Hldgs %
80.68%
Holding
54
New
–
Increased
15
Reduced
19
Closed
3
Top Buys
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$8.96M |
| 2 |
Schwab International Equity ETF
SCHF
|
$6.52M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$3.97M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$356K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$297K |
Sector Composition
| 1 | Industrials | 0.3% |
| 2 | Healthcare | 0.02% |
| 3 | Technology | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares S&P 500 Growth ETF
IVW
$63.7B
| $2K | ﹤0.01% |
44
| – | – |
|
52
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.63B
| – | – |
-29
| Closed | -$1K |
|
53
SPDR Portfolio S&P 500 ETF
SPLG
$83.8B
| – | – |
-594
| Closed | -$21K |
|
|
BSCJ
54
DELISTED
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
| – | – |
-2
| Closed | – |
|