IPW
IronBridge Private Wealth Portfolio holdings
AUM
$316M
1-Year Est. Return
28.34%
This Fund
S&P 500
1 Year Est. Return
+28.34%
AUM
$317M
AUM Growth
+$30.1M
(+11%)
Holding
51
Top Buys
| 1 | +$9.36M | |
| 2 | +$8.26M | |
| 3 | +$4.88M | |
| 4 |
First Trust Consumer Discretionary AlphaDEX Fund
FXD
|
+$4.71M |
| 5 |
iShares China Large-Cap ETF
FXI
|
+$2.98M |
Top Sells
| 1 | +$16.6M | |
| 2 | +$9.7M | |
| 3 | +$4.79M | |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$4.04M |
| 5 |
Palantir
PLTR
|
+$3.16M |
Sector Composition
| 1 | Technology | 38.15% |
| 2 | Industrials | 2.61% |
| 3 | Consumer Discretionary | 2.53% |
| 4 | Communication Services | 2.18% |
| 5 | Financials | 1.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Innovator IBD 50 ETF
FFTY
$94M
| – | – |
-298,507
|
|