IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $274M
1-Year Return 7.93%
This Quarter Return
+3.16%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$229M
AUM Growth
+$16.9M
Cap. Flow
+$10.4M
Cap. Flow %
4.55%
Top 10 Hldgs %
90.15%
Holding
53
New
2
Increased
22
Reduced
9
Closed
1

Top Buys

1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
$3.93M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$2.93M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
$1.61M
4
IVV icon
iShares Core S&P 500 ETF
IVV
$1.09M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
$766K

Top Sells

1
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
$157K
2
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$115K
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
$28.3K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
$25.7K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
$20.9K

Sector Composition

1 Healthcare 0.26%
2 Industrials 0.21%
3 Technology 0.06%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
LEMB icon
51
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$390M
$1K ﹤0.01%
81
+31
+62% +$383
XLE icon
52
Energy Select Sector SPDR Fund
XLE
$27.2B
$0 ﹤0.01%
16
– –
BSCL
53
DELISTED
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
– –
-7,432
Closed -$157K
1 2
3