IWMA
Ironwood Wealth Management (Arizona) Portfolio holdings
AUM
$274M
1-Year Return
7.93%
This Quarter Return
+8.81%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$117M
AUM Growth
+$13.5M
(+13%)
Cap. Flow
+$4.89M
Cap. Flow
% of AUM
4.17%
Top 10 Holdings %
Top 10 Hldgs %
78.36%
Holding
57
New
2
Increased
22
Reduced
15
Closed
2
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 0.32% |
| 2 | Technology | 0.04% |
| 3 | Healthcare | 0.03% |
| 4 | Consumer Discretionary | 0.02% |
| 5 | Energy | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.06B
| $13K | 0.01% |
496
-2
| -0.4% | -$52 |
|
52
Johnson & Johnson
JNJ
$430B
| $12K | 0.01% |
86
| – | – |
|
53
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $9K | 0.01% |
213
| – | – |
|
54
Occidental Petroleum
OXY
$45.2B
| $7K | 0.01% |
100
| – | – |
|
55
iShares S&P 500 Growth ETF
IVW
$63.7B
| $2K | ﹤0.01% |
44
| – | – |
|
56
Alphabet (Google) Class C
GOOG
$2.84T
| – | – |
-160
| Closed | -$8K |
|
|
57
Alphabet (Google) Class A
GOOGL
$2.84T
| – | – |
-260
| Closed | -$14K |
|