IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $274M
1-Year Return 7.93%
This Quarter Return
-3.88%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$243M
AUM Growth
+$14.1M
Cap. Flow
+$24.4M
Cap. Flow %
10.02%
Top 10 Hldgs %
82.36%
Holding
56
New
4
Increased
20
Reduced
24
Closed
1

Top Buys

1
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$22.1M
2
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
$9.14M
3
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$6.05M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$4.81M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
$4.26M

Top Sells

1
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
$11.4M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
$6.92M
3
IVV icon
iShares Core S&P 500 ETF
IVV
$4.48M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
$2.74M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$1.55M

Sector Composition

1 Healthcare 0.41%
2 Industrials 0.2%
3 Technology 0.12%
4 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IAU icon
51
iShares Gold Trust
IAU
$52.6B
$9K ﹤0.01%
234
-613
-72% -$23.6K
EEM icon
52
iShares MSCI Emerging Markets ETF
EEM
$19.2B
$8K ﹤0.01%
180
+87
+94% +$3.87K
SPSM icon
53
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.6B
$3K ﹤0.01%
72
-362
-83% -$15.1K
TFI icon
54
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.23B
$2K ﹤0.01%
46
-39
-46% -$1.7K
LEMB icon
55
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$392M
$0 ﹤0.01%
8
-73
-90% –
XLE icon
56
Energy Select Sector SPDR Fund
XLE
$26.7B
– –
-16
Closed –
1 2
3