IWMA
Ironwood Wealth Management (Arizona) Portfolio holdings
AUM
$274M
1-Year Return
7.93%
This Quarter Return
-0.59%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$134M
AUM Growth
+$3.39M
(+2.6%)
Cap. Flow
+$4.56M
Cap. Flow
% of AUM
3.4%
Top 10 Holdings %
Top 10 Hldgs %
80.74%
Holding
58
New
1
Increased
24
Reduced
18
Closed
4
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 0.3% |
| 2 | Technology | 0.04% |
| 3 | Healthcare | 0.02% |
| 4 | Consumer Discretionary | 0% |
| 5 | Energy | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $9K | 0.01% |
213
| – | – |
|
52
iShares S&P 500 Growth ETF
IVW
$63.7B
| $2K | ﹤0.01% |
44
| – | – |
|
53
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.63B
| $1K | ﹤0.01% |
29
-157
| -84% | -$5.41K |
|
54
Ford
F
$46.7B
| – | – |
-2,000
| Closed | -$20K |
|
55
Occidental Petroleum
OXY
$45.2B
| – | – |
-100
| Closed | -$5K |
|
56
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$455M
| – | – |
-196
| Closed | -$10K |
|
|
BSJJ
57
DELISTED
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
| – | – |
-6,068
| Closed | -$145K |
|
|
BSCJ
58
DELISTED
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
| $0 | ﹤0.01% |
2
-16,321
| -100% | – |
|