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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
$167M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.1M
3
+$8.7M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$8.54M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$8.46M

Top Sells

1
+$25.2M
2
+$19.2M
3
+$7.73M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$6.04M
5
RTH icon
VanEck Retail ETF
RTH
+$5.87M

Sector Composition

1 Technology 13.75%
2 Financials 11.16%
3 Consumer Discretionary 5.9%
4 Healthcare 3.25%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5K ﹤0.01%
76
202
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123
203
$5K ﹤0.01%
100
204
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17
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108
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46
207
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208
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78
209
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28
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103
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15
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216
$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
200
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$4K ﹤0.01%
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223
$4K ﹤0.01%
71
224
$4K ﹤0.01%
258
225
$4K ﹤0.01%
168
7 8
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