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
$161M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$7.65M
3
+$6.04M
4
RTH icon
VanEck Retail ETF
RTH
+$5.87M
5
HYGV icon
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
+$5.81M

Top Sells

1
+$9.64M
2
+$8.51M
3
+$7.82M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$7.5M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$6.91M

Sector Composition

1 Technology 25.08%
2 Industrials 7.94%
3 Consumer Discretionary 3.49%
4 Financials 3.34%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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81
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259
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134
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140
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$10K 0.01%
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148
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$10K 0.01%
101
150
$10K 0.01%
109
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