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IPW

IronBridge Private Wealth Portfolio holdings

AUM $310M
1-Year Est. Return 41.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.1M
3
+$8.7M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$8.54M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$8.46M

Top Sells

1
+$25.2M
2
+$19.2M
3
+$7.73M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$6.04M
5
RTH icon
VanEck Retail ETF
RTH
+$5.87M

Sector Composition

1 Technology 13.75%
2 Financials 11.16%
3 Consumer Discretionary 5.9%
4 Healthcare 3.25%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
202
227
$4K ﹤0.01%
12
228
$4K ﹤0.01%
47
-32
229
$4K ﹤0.01%
25
230
$4K ﹤0.01%
121
231
$3K ﹤0.01%
20
232
$3K ﹤0.01%
66
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$3K ﹤0.01%
100
234
$3K ﹤0.01%
82
-185,838
235
$3K ﹤0.01%
106
+1
236
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30
237
$3K ﹤0.01%
47
238
$3K ﹤0.01%
89
239
$3K ﹤0.01%
52
240
$3K ﹤0.01%
25
+4
241
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100
242
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7
243
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244
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$2K ﹤0.01%
4
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246
$2K ﹤0.01%
35
247
$2K ﹤0.01%
19
248
$2K ﹤0.01%
100
249
$2K ﹤0.01%
+7
250
$2K ﹤0.01%
42
8 9
10
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