IWMA
Ironwood Wealth Management (Arizona) Portfolio holdings
AUM
$274M
This Quarter Return
-6.27%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$224M
AUM Growth
+$0
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
85.29%
Holding
54
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
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
$19B
| $7K | ﹤0.01% |
180
| – | – |
|
52
iShares Gold Trust
IAU
$52.2B
| $7K | ﹤0.01% |
194
| – | – |
|
53
SPDR Dow Jones Global Real Estate ETF
RWO
$1.12B
| $3K | ﹤0.01% |
73
| – | – |
|
54
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$390M
| $0 | ﹤0.01% |
9
| – | – |
|