IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $274M
1-Year Return 7.93%
This Quarter Return
+14.29%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$135M
AUM Growth
+$15.6M
Cap. Flow
-$1.14M
Cap. Flow %
-0.84%
Top 10 Hldgs %
87.92%
Holding
51
New
–
Increased
19
Reduced
20
Closed
7

Top Buys

1
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$2.95M
2
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$2.74M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$795K

Top Sells

1
SCHF icon
Schwab International Equity ETF
SCHF
+$1.96M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.73M
3
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.55M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.46M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.27M

Sector Composition

1 Industrials 0.12%
2 Technology 0.03%
3 Healthcare 0.02%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
EEM icon
51
iShares MSCI Emerging Markets ETF
EEM
$19.9B
– –
-213
Closed -$7K
1 2
3