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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
176
$6K ﹤0.01%
+308
177
$6K ﹤0.01%
+150
178
$6K ﹤0.01%
+93
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180
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+413
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182
$5K ﹤0.01%
+60
183
$5K ﹤0.01%
+28
184
$5K ﹤0.01%
+123
185
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186
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187
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190
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$5K ﹤0.01%
+300
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196
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198
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199
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+58
200
$5K ﹤0.01%
+300
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