IWMA
Ironwood Wealth Management (Arizona) Portfolio holdings
AUM
$274M
1-Year Return
7.93%
This Quarter Return
-10.5%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$224M
AUM Growth
-$19.9M
(-8.2%)
Cap. Flow
+$5.29M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
85.29%
Holding
55
New
–
Increased
24
Reduced
22
Closed
1
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$14.1M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$5.32M |
| 3 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$3.76M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.1M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.98M |
Top Sells
Sector Composition
| 1 | Healthcare | 0.24% |
| 2 | Industrials | 0.2% |
| 3 | Technology | 0.07% |
| 4 | Consumer Discretionary | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares MSCI Emerging Markets ETF
EEM
$18.9B
| $7K | ﹤0.01% |
180
| – | – |
|
52
iShares Gold Trust
IAU
$52B
| $7K | ﹤0.01% |
194
-40
| -17% | -$1.44K |
|
53
SPDR Dow Jones Global Real Estate ETF
RWO
$1.12B
| $3K | ﹤0.01% |
73
-622
| -89% | -$25.6K |
|
54
Intuitive Surgical
ISRG
$161B
| – | – |
-81
| Closed | -$24K |
|
55
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$390M
| $0 | ﹤0.01% |
9
+1
| +13% | – |
|