IPW
IronBridge Private Wealth Portfolio holdings
AUM
$254M
This Quarter Return
+17.08%
1 Year Return
+6.61%
3 Year Return
+73.57%
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.05%
Holding
243
New
240
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$16.5M |
| 2 |
Invesco Ultra Short Duration ETF
GSY
|
$10.5M |
| 3 |
First Trust Financials AlphaDEX Fund
FXO
|
$7.13M |
| 4 |
First Trust Health Care AlphaDEX Fund
FXH
|
$6.85M |
| 5 |
Vanguard Financials ETF
VFH
|
$6.65M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.36% |
| 2 | Communication Services | 9.54% |
| 3 | Consumer Discretionary | 8.95% |
| 4 | Healthcare | 3.05% |
| 5 | Financials | 2.82% |
