IWMA
Ironwood Wealth Management (Arizona) Portfolio holdings
AUM
$274M
1-Year Return
7.93%
This Quarter Return
+5.84%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$156M
AUM Growth
-$4.94M
(-3.1%)
Cap. Flow
-$13.5M
Cap. Flow
% of AUM
-8.66%
Top 10 Holdings %
Top 10 Hldgs %
87.07%
Holding
51
New
1
Increased
13
Reduced
23
Closed
2
Top Buys
| 1 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
$5.42M |
| 2 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$997K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$719K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$662K |
| 5 |
Medtronic
MDT
|
$641K |
Top Sells
Sector Composition
| 1 | Healthcare | 0.44% |
| 2 | Industrials | 0.26% |
| 3 | Technology | 0.04% |
| 4 | Energy | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Scorpio Tankers
STNG
$2.71B
| $0 | ﹤0.01% |
26
-30
| -54% | – |
|