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
$167M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.1M
3
+$8.42M
4
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$8.27M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$8.23M

Top Sells

1
+$28.5M
2
+$18.7M
3
+$6.8M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$6.04M
5
RTH icon
VanEck Retail ETF
RTH
+$5.87M

Sector Composition

1 Technology 13.75%
2 Financials 11.16%
3 Consumer Discretionary 5.9%
4 Healthcare 3.25%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27K 0.01%
81
-15,471
77
$27K 0.01%
+165
78
$27K 0.01%
+45
79
$27K 0.01%
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80
$26K 0.01%
181
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82
$26K 0.01%
100
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84
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116
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109
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89
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91
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92
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438
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$21K 0.01%
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95
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$19K 0.01%
350
100
$19K 0.01%
115
2 3
4
5 6