IPW

IronBridge Private Wealth Portfolio holdings

AUM $316M
1-Year Est. Return 28.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.44%
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%
156
177
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79
178
$7K ﹤0.01%
+93
179
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84
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50
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-221
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302
+1
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76
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300
185
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202
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87
+26
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35
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56
190
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90
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355
+140
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197
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101
+1
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$6K ﹤0.01%
93
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46
200
$6K ﹤0.01%
93