IPW
IronBridge Private Wealth Portfolio holdings
AUM
$254M
This Quarter Return
+0.02%
1 Year Return
+6.61%
3 Year Return
+73.57%
5 Year Return
–
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(+3.7%)
Cap. Flow
+$5.9M
Cap. Flow
% of AUM
3.2%
Top 10 Holdings %
Top 10 Hldgs %
66.33%
Holding
43
New
8
Increased
14
Reduced
10
Closed
6
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$7.78M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
$3.95M |
| 3 |
Deere & Co
DE
|
$3.66M |
| 4 |
First Trust Financials AlphaDEX Fund
FXO
|
$3.65M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$3.59M |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$10.1M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$6.82M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.75M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$3.92M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$3.7M |
Sector Composition
| 1 | Technology | 21.59% |
| 2 | Industrials | 5.95% |
| 3 | Energy | 5.93% |
| 4 | Communication Services | 2.3% |
| 5 | Materials | 2.19% |
