IWMA

Ironwood Wealth Management (Arizona) Portfolio holdings

AUM $274M
1-Year Return 7.93%
This Quarter Return
+7.72%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$239M
AUM Growth
+$15.9M
Cap. Flow
+$15.3M
Cap. Flow %
6.39%
Top 10 Hldgs %
78.08%
Holding
56
New
2
Increased
28
Reduced
12
Closed
10

Top Buys

1
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
$11.6M
2
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$6.05M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$3.95M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
$3.69M
5
SCHF icon
Schwab International Equity ETF
SCHF
$3.56M

Top Sells

1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
$16.8M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$7.26M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$4.27M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.59M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$1.29M

Sector Composition

1 Healthcare 0.01%
2 Consumer Discretionary 0%
3 Industrials 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BABA icon
51
Alibaba
BABA
$321B
– –
-118
Closed -$13K
CARR icon
52
Carrier Global
CARR
$55.5B
– –
-2,631
Closed -$94K
CHPT icon
53
ChargePoint
CHPT
$244M
– –
-39
Closed -$11K
OTIS icon
54
Otis Worldwide
OTIS
$34.3B
– –
-1,323
Closed -$93K
RTX icon
55
RTX Corp
RTX
$209B
– –
-2,714
Closed -$261K
BSCM
56
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
– –
-5,162
Closed -$109K
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