IPW

IronBridge Private Wealth Portfolio holdings

AUM $316M
1-Year Est. Return 28.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$5.18M
3
+$4.14M
4
PULT icon
Putnam ESG Ultra Short ETF
PULT
+$2.01M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M

Top Sells

1
+$6.61M
2
+$5.07M
3
+$4.97M
4
NVDA icon
NVIDIA
NVDA
+$4.28M
5
XYZ
Block Inc
XYZ
+$4.25M

Sector Composition

1 Technology 37.44%
2 Industrials 3.37%
3 Communication Services 1.78%
4 Financials 1.49%
5 Consumer Discretionary 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-66,734
52
– –
-894
53
– –
-5,184
54
– –
-1,635
55
– –
-20,662
1 2
3