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

Top Buys

1
+$16.5M
2
+$10.5M
3
+$7.13M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$6.85M
5
VFH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6K ﹤0.01%
+101
177
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+453
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+58
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