IPW
Impact Partnership Wealth Portfolio holdings
AUM
$542M
1-Year Return
12.31%
This Quarter Return
+5.83%
1 Year Return
+12.31%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$252M
AUM Growth
-$21.3M
(-7.8%)
Cap. Flow
-$34.5M
Cap. Flow
% of AUM
-13.66%
Top 10 Holdings %
Top 10 Hldgs %
52.29%
Holding
886
New
50
Increased
116
Reduced
295
Closed
193
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 6.48% |
| 2 | Technology | 6.05% |
| 3 | Energy | 3.3% |
| 4 | Industrials | 3.29% |
| 5 | Consumer Discretionary | 3.11% |
