IPW

IronBridge Private Wealth Portfolio holdings

AUM $287M
1-Year Est. Return 17.12%
This Quarter Est. Return
1 Year Est. Return
+17.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.71%
2 Consumer Discretionary 11.56%
3 Financials 5.52%
4 Utilities 2.85%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$8K 0.01%
99
+1
177
$8K 0.01%
80
+7
178
$7K ﹤0.01%
50
179
$7K ﹤0.01%
76
+18
180
$7K ﹤0.01%
53
181
$7K ﹤0.01%
33
+8
182
$7K ﹤0.01%
83
183
$7K ﹤0.01%
107
+10
184
$7K ﹤0.01%
413
185
$7K ﹤0.01%
176
186
$6K ﹤0.01%
123
187
$6K ﹤0.01%
180
188
$6K ﹤0.01%
84
+1
189
$6K ﹤0.01%
+74
190
$6K ﹤0.01%
301
+1
191
$6K ﹤0.01%
56
192
$6K ﹤0.01%
+90
193
$6K ﹤0.01%
93
-8
194
$6K ﹤0.01%
75
195
$6K ﹤0.01%
300
-153
196
$6K ﹤0.01%
46
197
$6K ﹤0.01%
93
198
$6K ﹤0.01%
79
199
$6K ﹤0.01%
99
200
$5K ﹤0.01%
58