IPW

IronBridge Private Wealth Portfolio holdings

AUM $317M
1-Year Est. Return 30.45%
This Quarter Est. Return
1 Year Est. Return
+30.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$9.64M
2
+$8.51M
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

Top Sells

1
+$8.42M
2
+$7.7M
3
+$7.37M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$6.61M
5
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$5.19M

Sector Composition

1 Technology 13.71%
2 Consumer Discretionary 11.56%
3 Financials 5.52%
4 Utilities 2.85%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$0 ﹤0.01%
4
277
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278
$0 ﹤0.01%
+2
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280
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281
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-31,184
282
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284
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285
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286
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287
$0 ﹤0.01%
1
288
$0 ﹤0.01%
+1
289
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0
8 9 10 11
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