IPW
IronBridge Private Wealth Portfolio holdings
AUM
$317M
1-Year Est. Return
30.45%
1 Year Est. Return
+30.45%
AUM
$287M
AUM Growth
+$33M
(+13%)
Holding
55
Top Buys
| 1 | +$19.4M | |
| 2 | +$6.02M | |
| 3 | +$4.42M | |
| 4 |
Putnam ESG Ultra Short ETF
PULT
|
+$2.01M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.01M |
Top Sells
| 1 | +$7.09M | |
| 2 | +$5.38M | |
| 3 | +$5.11M | |
| 4 |
Advanced Micro Devices
AMD
|
+$4.97M |
| 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
Vistra
VST
$59.2B
| – | – |
-1,990
|
|
||
52
Vanguard Large-Cap ETF
VV
$46.5B
| – | – |
-1,635
|
|
||
53
State Street SPDR S&P Biotech ETF
XBI
$6.6B
| – | – |
-20,662
|
|
||
54
The Communication Services Select Sector SPDR Fund
XLC
$26.6B
| – | – |
-35,675
|
|
||
|
XYZ
55
Block Inc
XYZ
$36.8B
| – | – |
-78,163
|
|