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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
$192M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$8.42M
3
+$8.33M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$8.24M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$8.12M

Top Sells

1
+$24.6M
2
+$20.2M
3
+$8.27M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$8.23M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$8.23M

Sector Composition

1 Technology 24.23%
2 Industrials 5.85%
3 Consumer Discretionary 5.14%
4 Materials 4.48%
5 Financials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K 0.01%
282
177
$10K 0.01%
101
178
$10K 0.01%
31
179
$10K 0.01%
112
180
$10K 0.01%
178
181
$10K 0.01%
126
182
$9K ﹤0.01%
85
183
$9K ﹤0.01%
106
+14
184
$9K ﹤0.01%
159
185
$9K ﹤0.01%
80
+16
186
$9K ﹤0.01%
101
+1
187
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1,000
188
$9K ﹤0.01%
211
189
$9K ﹤0.01%
+300
190
$8K ﹤0.01%
413
191
$8K ﹤0.01%
55
192
$8K ﹤0.01%
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193
$8K ﹤0.01%
181
194
$8K ﹤0.01%
111
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195
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100
196
$8K ﹤0.01%
42
197
$8K ﹤0.01%
76
198
$8K ﹤0.01%
164
199
$8K ﹤0.01%
102
+1
200
$8K ﹤0.01%
187
+47
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