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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
$161M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$7.83M
3
+$5.83M
4
HYGV icon
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
+$5.75M
5
RTH icon
VanEck Retail ETF
RTH
+$5.75M

Top Sells

1
+$9.64M
2
+$9.03M
3
+$7.82M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$7.5M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$6.91M

Sector Composition

1 Technology 25.08%
2 Industrials 7.94%
3 Consumer Discretionary 3.49%
4 Financials 3.34%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
100
252
$2K ﹤0.01%
42
-254
253
$2K ﹤0.01%
20
254
$2K ﹤0.01%
107
255
$1K ﹤0.01%
24
256
$1K ﹤0.01%
4
257
$1K ﹤0.01%
22
-93,631
258
$1K ﹤0.01%
21
259
$1K ﹤0.01%
30
-489
260
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+100
261
$1K ﹤0.01%
32
-199
262
$1K ﹤0.01%
10
263
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+30
264
$1K ﹤0.01%
99
-15
265
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30
266
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30
267
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268
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1
269
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270
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-149
271
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4
272
– –
-150,515
273
– –
-53
274
– –
-15,346
275
– –
-91,580
9 10
11
12 13