IPW
Impact Partnership Wealth Portfolio holdings
AUM
$542M
1-Year Est. Return
12.31%
1 Year Est. Return
+12.31%
AUM
$542M
AUM Growth
+$73.9M
(+16%)
Holding
355
Top Buys
| 1 | +$10.6M | |
| 2 | +$8.15M | |
| 3 | +$7.49M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$7.47M |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$6.35M |
Top Sells
| 1 | +$20.4M | |
| 2 | +$6.57M | |
| 3 | +$1.26M | |
| 4 |
Coinbase
COIN
|
+$1.13M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.05M |
Sector Composition
| 1 | Technology | 5.47% |
| 2 | Financials | 4.97% |
| 3 | Healthcare | 2.37% |
| 4 | Energy | 1.72% |
| 5 | Consumer Discretionary | 1.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
WESCO International
WCC
$11B
| – | – |
-1,319
|
|
||
352
W.P. Carey
WPC
$14.6B
| – | – |
-6,859
|
|
||
353
Williams-Sonoma
WSM
$23B
| – | – |
-3,156
|
|
||
354
Zebra Technologies
ZBRA
$15.7B
| – | – |
-1,022
|
|
||
|
SASR
355
DELISTED
Sandy Spring Bancorp Inc
SASR
| – | – |
-17,128
|
|