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
$321M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,257
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.08%
2 Financials 4.8%
3 Energy 3.32%
4 Consumer Discretionary 2.29%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$18.4K 0.01%
55
+48
502
$18K 0.01%
204
+196
503
$17.8K 0.01%
43
504
$17.6K 0.01%
400
+328
505
$17.5K 0.01%
+140
506
$17.2K 0.01%
+802
507
$17K 0.01%
980
+280
508
$16.6K 0.01%
589
+32
509
$16.3K 0.01%
784
510
$16.3K 0.01%
237
+187
511
$15.9K 0.01%
519
-30,297
512
$15.7K ﹤0.01%
612
-11,253
513
$15.6K ﹤0.01%
336
+71
514
$15.5K ﹤0.01%
142
+104
515
$15.5K ﹤0.01%
+300
516
$15.5K ﹤0.01%
162
+153
517
$15.4K ﹤0.01%
172
+142
518
$15.2K ﹤0.01%
305
+265
519
$14.9K ﹤0.01%
+300
520
$14.8K ﹤0.01%
351
521
$14.8K ﹤0.01%
+292
522
$14.7K ﹤0.01%
+735
523
$14.7K ﹤0.01%
+1,066
524
$14.6K ﹤0.01%
+162
525
$14.6K ﹤0.01%
303