IWMA
Ironwood Wealth Management (Arizona) Portfolio holdings
AUM
$274M
1-Year Return
7.93%
This Quarter Return
+13.49%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$161M
AUM Growth
+$26M
(+19%)
Cap. Flow
+$1.13M
Cap. Flow
% of AUM
0.7%
Top 10 Holdings %
Top 10 Hldgs %
86.34%
Holding
53
New
9
Increased
13
Reduced
22
Closed
3
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 0.23% |
| 2 | Technology | 0.04% |
| 3 | Healthcare | 0.02% |
| 4 | Energy | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.06B
| – | – |
-117
| Closed | -$3K |
|
52
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.23B
| $0 | ﹤0.01% |
+1
| New | – |
|
|
BSJK
53
DELISTED
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
| – | – |
-546,273
| Closed | -$12.7M |
|