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
$288M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
922
New
Increased
Reduced
Closed

Top Buys

1 +$55.3M
2 +$53.3M
3 +$36.7M
4
VB icon
Vanguard Small-Cap ETF
VB
+$9.31M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.53M

Top Sells

No sells this quarter

Sector Composition

1 Energy 4%
2 Technology 3.32%
3 Financials 3.2%
4 Consumer Discretionary 2.89%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$29.8K 0.01%
+1,516
302
$29.6K 0.01%
+484
303
$29.4K 0.01%
+367
304
$28.4K 0.01%
+965
305
$28K 0.01%
+312
306
$27.5K 0.01%
+38
307
$27.4K 0.01%
+566
308
$26.7K 0.01%
+456
309
$25.9K 0.01%
+238
310
$25.9K 0.01%
+196
311
$25.8K 0.01%
+440
312
$25.5K 0.01%
+750
313
$25.4K 0.01%
+406
314
$25.2K 0.01%
+295
315
$24.9K 0.01%
+545
316
$24.9K 0.01%
+36
317
$24.2K 0.01%
+299
318
$24.2K 0.01%
+124
319
$24K 0.01%
+1,152
320
$23.5K 0.01%
+123
321
$23.3K 0.01%
+265
322
$23.3K 0.01%
+472
323
$22.9K 0.01%
+153
324
$22.6K 0.01%
+491
325
$22.5K 0.01%
+202