IPW
IronBridge Private Wealth Portfolio holdings
AUM
$254M
1-Year Return
6.61%
This Quarter Return
+11.06%
1 Year Return
+6.61%
3 Year Return
+73.57%
5 Year Return
–
10 Year Return
–
AUM
$161M
AUM Growth
+$5.41M
(+3.5%)
Cap. Flow
-$1.42M
Cap. Flow
% of AUM
-0.88%
Top 10 Holdings %
Top 10 Hldgs %
57.85%
Holding
313
New
39
Increased
48
Reduced
18
Closed
30
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$24.5M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
$7.65M |
| 3 |
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
|
$6.04M |
| 4 |
VanEck Retail ETF
RTH
|
$5.87M |
| 5 |
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
|
$5.81M |
Top Sells
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Industrials | 7.94% |
| 3 | Consumer Discretionary | 3.49% |
| 4 | Financials | 3.34% |
| 5 | Healthcare | 3.34% |
