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IW

Imprint Wealth Portfolio holdings

AUM $21.9M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.62M
3
+$1.46M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.44M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.06%
2 Communication Services 6.27%
3 Consumer Discretionary 5.87%
4 Financials 5.25%
5 Materials 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.63K 0.02%
+100
227
$6.35K 0.02%
+18
228
$6.33K 0.02%
+13
229
$6.28K 0.02%
+9
230
$6.27K 0.02%
+32
231
$6.17K 0.02%
+125
232
$6.01K 0.02%
+71
233
$5.88K 0.02%
+120
234
$5.66K 0.02%
+64
235
$5.65K 0.02%
+10
236
$5.59K 0.02%
+16
237
$5.54K 0.02%
+16
238
$5.51K 0.02%
+24
239
$5.49K 0.02%
+112
240
$5.48K 0.02%
+14
241
$5.29K 0.02%
+107
242
$5.26K 0.02%
+20
243
$5.17K 0.02%
+90
244
$5.04K 0.02%
+44
245
$5K 0.02%
+74
246
$4.96K 0.02%
+22
247
$4.89K 0.02%
+22
248
$4.85K 0.02%
+12
249
$4.85K 0.02%
+14
250
$4.84K 0.02%
+330
8 9
10
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