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
$272M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4.16M
3
+$3.02M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.68M
5
OXY icon
Occidental Petroleum
OXY
+$1.83M

Top Sells

1
+$4.46M
2
+$4.1M
3
+$3.77M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.99M
5
CVX icon
Chevron
CVX
+$1.7M

Sector Composition

1 Technology 36.32%
2 Energy 5.91%
3 Industrials 3.22%
4 Consumer Discretionary 2.18%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$34.2K 0.01%
10,000
52
– –
-4,516
53
– –
-27,285
54
– –
-53,769
55
– –
-19,418
1 2
3