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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
$192M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$8.42M
3
+$8.33M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$8.24M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$8.12M

Top Sells

1
+$24.6M
2
+$20.2M
3
+$8.27M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$8.23M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$8.23M

Sector Composition

1 Technology 24.23%
2 Industrials 5.85%
3 Consumer Discretionary 5.14%
4 Materials 4.48%
5 Financials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4K ﹤0.01%
202
252
$4K ﹤0.01%
82
253
$4K ﹤0.01%
+100
254
$4K ﹤0.01%
47
255
$4K ﹤0.01%
33
256
$4K ﹤0.01%
121
257
$3K ﹤0.01%
108
+2
258
$3K ﹤0.01%
52
259
$3K ﹤0.01%
+200
260
$3K ﹤0.01%
100
261
$3K ﹤0.01%
7
262
$3K ﹤0.01%
100
263
$2K ﹤0.01%
35
264
$2K ﹤0.01%
+4
265
$2K ﹤0.01%
7
266
$2K ﹤0.01%
42
267
$2K ﹤0.01%
20
268
– –
0
269
$2K ﹤0.01%
100
270
$2K ﹤0.01%
20
271
$1K ﹤0.01%
30
272
$1K ﹤0.01%
10
273
$1K ﹤0.01%
99
274
$1K ﹤0.01%
18
275
$1K ﹤0.01%
30
9 10
11
12 13