IWMA
Ironwood Wealth Management (Arizona) Portfolio holdings
AUM
$274M
1-Year Return
7.93%
This Quarter Return
+2.92%
1 Year Return
+7.93%
3 Year Return
+24.35%
5 Year Return
+43.2%
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
81.65%
Holding
90
New
88
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.37% |
| 2 | Industrials | 0.31% |
| 3 | Healthcare | 0.2% |
| 4 | Financials | 0.19% |
| 5 | Consumer Discretionary | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Core S&P US Growth ETF
IUSG
$24.6B
| $1K | ﹤0.01% |
+26
| New | +$1K |
|
77
Meta Platforms (Facebook)
META
$1.89T
| $1K | ﹤0.01% |
+5
| New | +$1K |
|
78
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$321M
| $1K | ﹤0.01% |
+17
| New | +$1K |
|
79
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $1K | ﹤0.01% |
+13
| New | +$1K |
|
80
Qualcomm
QCOM
$172B
| $0 | ﹤0.01% |
+9
| New | – |
|
|
MFGP
81
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
| $0 | ﹤0.01% |
+1
| New | – |
|
82
Chipotle Mexican Grill
CMG
$55.1B
| $0 | ﹤0.01% |
+50
| New | – |
|
83
Fifth Third Bancorp
FITB
$30.2B
| $0 | ﹤0.01% |
+10
| New | – |
|
84
Hewlett Packard
HPE
$31B
| $0 | ﹤0.01% |
+10
| New | – |
|
85
HP
HPQ
$27.4B
| $0 | ﹤0.01% |
+10
| New | – |
|
|
TIME
86
DELISTED
Time Inc.
TIME
| $0 | ﹤0.01% |
+8
| New | – |
|
|
CRC
87
DELISTED
California Resources Corporation
CRC
| $0 | ﹤0.01% |
+4
| New | – |
|