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
$252M
AUM Growth
-$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
886
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.73M
3
+$2.02M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2M
5
PCAR icon
PACCAR
PCAR
+$1.05M

Top Sells

1
+$8.98M
2
+$4.37M
3
+$2.85M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$2.41M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$1.94M

Sector Composition

1 Financials 6.48%
2 Technology 6.05%
3 Energy 3.3%
4 Industrials 3.29%
5 Consumer Discretionary 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3.64K ﹤0.01%
628
527
$3.62K ﹤0.01%
145
528
$3.61K ﹤0.01%
86
-3,233
529
$3.6K ﹤0.01%
+42
530
$3.6K ﹤0.01%
404
531
$3.53K ﹤0.01%
59
-900
532
$3.46K ﹤0.01%
96
-2,172
533
$3.44K ﹤0.01%
110
534
$3.3K ﹤0.01%
100
535
$3.29K ﹤0.01%
100
536
$3.24K ﹤0.01%
68
-69
537
$3.23K ﹤0.01%
40
-10,629
538
$3.21K ﹤0.01%
100
539
$3.19K ﹤0.01%
70
-458
540
$3.16K ﹤0.01%
100
541
$3.16K ﹤0.01%
176
542
$3.15K ﹤0.01%
30
-31
543
$3.13K ﹤0.01%
12
-1,187
544
$3.12K ﹤0.01%
100
545
$3.11K ﹤0.01%
71
546
$3.01K ﹤0.01%
166
547
$2.97K ﹤0.01%
+85
548
$2.97K ﹤0.01%
46
549
$2.94K ﹤0.01%
19
550
$2.92K ﹤0.01%
16
-85
20 21
22
23 24