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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
251
$4.78K 0.02%
+97
252
$4.44K 0.01%
+12
253
$4.36K 0.01%
+90
254
$4.29K 0.01%
+18
255
$4.28K 0.01%
+64
256
$4.24K 0.01%
+150
257
$4.04K 0.01%
+26
258
$3.96K 0.01%
+16
259
$3.93K 0.01%
+38
260
$3.92K 0.01%
+38
261
$3.65K 0.01%
+14
262
$3.62K 0.01%
+26
263
$3.51K 0.01%
+32
264
$3.32K 0.01%
+114
265
$3.2K 0.01%
+32
266
$2.97K 0.01%
+30
267
$2.92K 0.01%
+26
268
$2.68K 0.01%
+18
269
$2.48K 0.01%
+8
270
$2.34K 0.01%
+50
271
$2.21K 0.01%
+22
272
$2.15K 0.01%
+18
273
$2.12K 0.01%
+22
274
$1.86K 0.01%
+50
275
$1.85K 0.01%
+28
9 10
11
12 13