IWMA
Ironwood Wealth Management (Arizona) Portfolio holdings
AUM
$274M
1-Year Return
7.93%
This Quarter Return
-1.47%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$212M
AUM Growth
+$39M
(+22%)
Cap. Flow
+$42.1M
Cap. Flow
% of AUM
19.83%
Top 10 Holdings %
Top 10 Hldgs %
89.54%
Holding
51
New
–
Increased
13
Reduced
16
Closed
–
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$28.3M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$8.17M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$5.41M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.49M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$4.29M |
Top Sells
Sector Composition
| 1 | Healthcare | 0.34% |
| 2 | Industrials | 0.22% |
| 3 | Technology | 0.06% |
| 4 | Consumer Discretionary | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Energy Select Sector SPDR Fund
XLE
$27.3B
| $1K | ﹤0.01% |
16
| – | – |
|