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IPW
Impact Partnership Wealth Portfolio holdings
AUM
$810M
1-Year Est. Return
13.94%
This Fund
S&P 500
1 Year Est. Return
+13.94%
AUM
$780M
AUM Growth
+$107M
(+16%)
Holding
432
Top Buys
| 1 | +$24.2M | |
| 2 | +$13.7M | |
| 3 | +$10.8M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$9.38M |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$9.23M |
Top Sells
| 1 | +$22.8M | |
| 2 | +$20.3M | |
| 3 | +$5.4M | |
| 4 |
Vanguard Value ETF
VTV
|
+$2.6M |
| 5 |
Micron Technology
MU
|
+$1.91M |
Sector Composition
| 1 | Technology | 7.63% |
| 2 | Financials | 4.32% |
| 3 | Healthcare | 2.12% |
| 4 | Consumer Discretionary | 2.1% |
| 5 | Industrials | 1.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
McKesson
MCK
$94.6B
| – | – |
-1,624
|
|
||
427
MarketAxess Holdings
MKTX
$4.13B
| – | – |
-2,012
|
|
||
428
Nexstar Media Group
NXST
$5.33B
| – | – |
-2,743
|
|
||
429
Qiagen
QGEN
$7.72B
| – | – |
-6,026
|
|
||
430
Regions Financial
RF
$24.7B
| – | – |
-16,471
|
|
||
431
Southern Copper
SCCO
$152B
| – | – |
-5,355
|
|
||
432
Sprouts Farmers Market
SFM
$8.29B
| – | – |
-3,831
|
|