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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
$135M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$10.5M
3
+$6.47M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.37M
5
VFH icon
Vanguard Financials ETF
VFH
+$6.03M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K 0.01%
+103
152
$8K 0.01%
+159
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+27
154
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158
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159
$7K 0.01%
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160
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162
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169
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170
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173
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174
$6K ﹤0.01%
+16
175
$6K ﹤0.01%
+453
5 6
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