IWMA
Ironwood Wealth Management (Arizona) Portfolio holdings
AUM
$274M
1-Year Return
7.93%
This Quarter Return
+1.85%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$131M
AUM Growth
+$13.4M
(+11%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
8.79%
Top 10 Holdings %
Top 10 Hldgs %
80.82%
Holding
58
New
3
Increased
13
Reduced
28
Closed
1
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 0.29% |
| 2 | Technology | 0.04% |
| 3 | Healthcare | 0.03% |
| 4 | Consumer Discretionary | 0.02% |
| 5 | Energy | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR Portfolio S&P 500 ETF
SPLG
$83.8B
| $14K | 0.01% |
+406
| New | +$14K |
|
52
Johnson & Johnson
JNJ
$430B
| $12K | 0.01% |
86
| – | – |
|
53
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$455M
| $10K | 0.01% |
196
-4,102
| -95% | -$209K |
|
54
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $9K | 0.01% |
213
| – | – |
|
55
Occidental Petroleum
OXY
$45.2B
| $5K | ﹤0.01% |
100
| – | – |
|
56
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.63B
| $5K | ﹤0.01% |
186
-300
| -62% | -$8.07K |
|
57
iShares S&P 500 Growth ETF
IVW
$63.7B
| $2K | ﹤0.01% |
44
| – | – |
|
58
Fidelity MSCI Utilities Index ETF
FUTY
$1.93B
| – | – |
-1,377
| Closed | -$53K |
|