We are live on ! Find out more
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
251
$1K ﹤0.01%
24
252
$1K ﹤0.01%
22
253
$1K ﹤0.01%
21
254
$1K ﹤0.01%
+7
255
$1K ﹤0.01%
32
+2
256
$1K ﹤0.01%
+4
257
$1K ﹤0.01%
20
258
$1K ﹤0.01%
+18
259
$1K ﹤0.01%
30
260
$1K ﹤0.01%
30
261
$1K ﹤0.01%
50
262
$1K ﹤0.01%
4
263
$1K ﹤0.01%
100
264
$1K ﹤0.01%
10
265
$1K ﹤0.01%
30
266
$1K ﹤0.01%
99
267
$0 ﹤0.01%
16
268
$0 ﹤0.01%
4
269
– –
-34,401
270
$0 ﹤0.01%
12
271
– –
-100
272
– –
0
273
$0 ﹤0.01%
+6
274
$0 ﹤0.01%
+6
275
– –
-361
9 10
11
12 13