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
$268M
AUM Growth
+$693K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.22M
3
+$3.76M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.99M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$2.57M

Top Sells

1
+$4.66M
2
+$4.27M
3
+$3.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.01M
5
MSFT icon
Microsoft
MSFT
+$2.77M

Sector Composition

1 Technology 33.01%
2 Energy 6.22%
3 Industrials 3.41%
4 Consumer Discretionary 1.86%
5 Materials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-18,695
52
– –
-11,440
53
– –
-49,827
1 2
3