IW
Imprint Wealth Portfolio holdings
AUM
$31.2M
1 Year Est. Return
–
AUM
$31.2M
AUM Growth
–
Holding
354
Top Buys
| 1 | +$1.78M | |
| 2 | +$1.73M | |
| 3 | +$1.64M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.5M |
| 5 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$1.28M |
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 | |
|---|---|---|---|---|---|---|
351
Edison International
EIX
$22.9B
| $111 | ﹤0.01% |
+2
|
|
||
352
LyondellBasell Industries
LYB
$14.3B
| $98 | ﹤0.01% |
+2
|
|
||
|
RAL
353
Ralliant Corp
RAL
$5.65B
| $44 | ﹤0.01% |
+1
|
|
||
354
YieldMax Ultra Option Income Strategy ETF
ULTY
$1.22B
| $19 | ﹤0.01% |
+3
|
|