IPW
Impact Partnership Wealth Portfolio holdings
AUM
$542M
1-Year Est. Return
12.31%
1 Year Est. Return
+12.31%
AUM
$288M
AUM Growth
–
Holding
922
Top Buys
| 1 | +$55.3M | |
| 2 | +$53.3M | |
| 3 | +$36.7M | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$9.31M |
| 5 |
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% |