IW
Imprint Wealth Portfolio holdings
AUM
$412M
1-Year Est. Return
21.9%
1 Year Est. Return
+21.9%
AUM
$412M
AUM Growth
+$288M
(+231%)
Holding
306
Top Buys
| 1 | +$27.5M | |
| 2 | +$14.5M | |
| 3 | +$13.5M | |
| 4 |
NVIDIA
NVDA
|
+$11.6M |
| 5 |
Apple
AAPL
|
+$11.3M |
Top Sells
| 1 | +$438K | |
| 2 | +$263K | |
| 3 | +$212K | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$150K |
| 5 |
Pacer Trendpilot US Bond ETF
PTBD
|
+$143K |
Sector Composition
| 1 | Technology | 15.23% |
| 2 | Industrials | 10.91% |
| 3 | Financials | 7.97% |
| 4 | Consumer Discretionary | 6.38% |
| 5 | Healthcare | 5.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Telefonica
TEF
$28.5B
| $43.9K | 0.01% |
+10,000
|
|
||
|
VZLA
302
Vizsla Silver
VZLA
$1.41B
| $41.7K | 0.01% |
+29,999
|
|
||
|
FLNT
303
Fluent
FLNT
$60.7M
| $26.7K | 0.01% |
+8,848
|
|
||
304
Amcor
AMCR
$18.2B
| – | – |
-10,222
|
|
||
305
MP Materials
MP
$11.2B
| – | – |
-27,682
|
|
||
306
Real Estate Select Sector SPDR Fund
XLRE
$7.63B
| – | – |
-5,512
|
|