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

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
176
$7K ﹤0.01%
50
177
$7K ﹤0.01%
115
-221
178
$7K ﹤0.01%
302
+1
179
$7K ﹤0.01%
76
180
$7K ﹤0.01%
83
181
$7K ﹤0.01%
202
182
$7K ﹤0.01%
87
+26
183
$7K ﹤0.01%
79
184
$7K ﹤0.01%
+93
185
$7K ﹤0.01%
156
186
$7K ﹤0.01%
300
187
$6K ﹤0.01%
35
188
$6K ﹤0.01%
180
189
$6K ﹤0.01%
+81
190
$6K ﹤0.01%
+101
191
$6K ﹤0.01%
103
192
$6K ﹤0.01%
+92
193
$6K ﹤0.01%
74
194
$6K ﹤0.01%
56
195
$6K ﹤0.01%
100
196
$6K ﹤0.01%
107
197
$6K ﹤0.01%
58
198
$6K ﹤0.01%
90
199
$6K ﹤0.01%
355
+140
200
$6K ﹤0.01%
101
+1