IWMA
Ironwood Wealth Management (Arizona) Portfolio holdings
AUM
$274M
1-Year Return
7.93%
This Quarter Return
+4.21%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$173M
AUM Growth
+$17.5M
(+11%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
5.8%
Top 10 Holdings %
Top 10 Hldgs %
86.97%
Holding
53
New
4
Increased
18
Reduced
18
Closed
2
Top Buys
Top Sells
| 1 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
$19.8M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.4M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.15M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$784K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$425K |
Sector Composition
| 1 | Healthcare | 0.41% |
| 2 | Industrials | 0.26% |
| 3 | Technology | 0.07% |
| 4 | Consumer Discretionary | 0% |
| 5 | Energy | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Energy Select Sector SPDR Fund
XLE
$27.2B
| $1K | ﹤0.01% |
16
| – | – |
|
52
Scorpio Tankers
STNG
$2.62B
| – | – |
-26
| Closed | – |
|
|
BSJL
53
DELISTED
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
| – | – |
-1,231
| Closed | -$28K |
|