IPW

Impact Partnership Wealth Portfolio holdings

AUM $672M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,127
New
Increased
Reduced
Closed

Top Sells

1 +$31.1M
2 +$10.9M
3 +$10.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.5M
5
FLJP icon
Franklin FTSE Japan ETF
FLJP
+$8.28M

Sector Composition

1 Financials 7.13%
2 Technology 5.53%
3 Energy 4.04%
4 Healthcare 2.66%
5 Consumer Discretionary 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
-12