We are live on ! Find out more
IPW

IronBridge Private Wealth Portfolio holdings

AUM $310M
1-Year Est. Return 41.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.84M
3
+$7.82M
4
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$7.72M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.23M

Top Sells

1
+$8.48M
2
+$8.37M
3
+$8.22M
4
PSI icon
Invesco Semiconductors ETF
PSI
+$6.92M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$6.8M

Sector Composition

1 Technology 20.16%
2 Industrials 9.54%
3 Consumer Discretionary 7.51%
4 Utilities 2.98%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-428
77
– –
-137
78
– –
-1,000
79
– –
-156
80
– –
-66
81
– –
-112
82
– –
-100
83
– –
-151
84
– –
-108
85
– –
-135,225
86
– –
-119
87
– –
-25
88
– –
-75
89
– –
-285
90
– –
-1,220
91
– –
-1,000
92
– –
-300
93
– –
-2
94
– –
-515
95
– –
-46
96
– –
-35
97
– –
-467
98
– –
-211
99
– –
-544
100
– –
-300
2 3
4
5 6