IPW

Impact Partnership Wealth Portfolio holdings

AUM $542M
1-Year Est. Return 12.31%
This Quarter Est. Return
1 Year Est. Return
+12.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
-$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
886
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.73M
3
+$2.02M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2M
5
PCAR icon
PACCAR
PCAR
+$1.05M

Top Sells

1
+$8.98M
2
+$4.37M
3
+$2.85M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$2.41M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$1.94M

Sector Composition

1 Financials 6.48%
2 Technology 6.05%
3 Energy 3.3%
4 Industrials 3.29%
5 Consumer Discretionary 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$81.8K 0.03%
950
-188
277
$79.9K 0.03%
723
-254
278
$79.3K 0.03%
764
-50
279
$76.1K 0.03%
380
-122
280
$74.6K 0.03%
610
-155
281
$73.9K 0.03%
758
-428
282
$73.9K 0.03%
280
283
$73.9K 0.03%
1,200
284
$73.7K 0.03%
648
+180
285
$72.8K 0.03%
925
286
$72.1K 0.03%
100
287
$72.1K 0.03%
1,094
-6,213
288
$70.9K 0.03%
1,053
+1,013
289
$69.1K 0.03%
916
290
$69K 0.03%
596
291
$68.3K 0.03%
414
292
$67.5K 0.03%
1,121
-10
293
$66.9K 0.03%
429
294
$65.1K 0.03%
493
+376
295
$62.2K 0.02%
319
296
$61.7K 0.02%
5,589
+2,063
297
$60.3K 0.02%
49
298
$59.7K 0.02%
337
299
$59.4K 0.02%
379
-5,323
300
$59.1K 0.02%
344
10 11
12
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