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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
276
$1.81K 0.01%
+34
277
$1.56K 0.01%
+26
278
$1.43K ﹤0.01%
+8
279
$1.36K ﹤0.01%
+21
280
$1.3K ﹤0.01%
+14
281
$1.3K ﹤0.01%
+34
282
$1.28K ﹤0.01%
+40
283
$1.27K ﹤0.01%
+24
284
$1.03K ﹤0.01%
+17
285
$799 ﹤0.01%
+9
286
$738 ﹤0.01%
+1
287
$724 ﹤0.01%
+21
288
$647 ﹤0.01%
+6
289
$615 ﹤0.01%
+12
290
$600 ﹤0.01%
+5
291
$586 ﹤0.01%
+6
292
$534 ﹤0.01%
+2
293
$523 ﹤0.01%
+1
294
$517 ﹤0.01%
+6
295
$517 ﹤0.01%
+5
296
$508 ﹤0.01%
+5
297
$485 ﹤0.01%
+1
298
$484 ﹤0.01%
+8
299
$483 ﹤0.01%
+1
300
$471 ﹤0.01%
+3
10 11
12
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