IPW
IronBridge Private Wealth Portfolio holdings
AUM
$254M
This Quarter Return
+17.38%
1 Year Return
+6.61%
3 Year Return
+73.57%
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
+$192M
(+15%)
Cap. Flow
+$35.6M
Cap. Flow
% of AUM
18.55%
Top 10 Holdings %
Top 10 Hldgs %
52.58%
Holding
339
New
53
Increased
56
Reduced
19
Closed
29
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$20.4M |
| 2 |
NVIDIA
NVDA
|
$8.9M |
| 3 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$8.48M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$8.42M |
| 5 |
Vanguard Consumer Discretionary ETF
VCR
|
$8.36M |
Top Sells
Sector Composition
| 1 | Technology | 24.23% |
| 2 | Industrials | 5.85% |
| 3 | Consumer Discretionary | 5.14% |
| 4 | Materials | 4.48% |
| 5 | Financials | 3.55% |
