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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
51
$99.4K 0.32%
+352
52
$92.5K 0.3%
+830
53
$90.4K 0.29%
+274
54
$81.7K 0.26%
+2,082
55
$73.6K 0.24%
+1,382
56
$71.3K 0.23%
+116
57
$67.1K 0.21%
+1,292
58
$63.7K 0.2%
+458
59
$63.1K 0.2%
+1,250
60
$62.8K 0.2%
+245
61
$60.2K 0.19%
+198
62
$59.5K 0.19%
+1,364
63
$59K 0.19%
+908
64
$54.9K 0.18%
+1,302
65
$54.4K 0.17%
+694
66
$54.3K 0.17%
+1,212
67
$51.7K 0.17%
+184
68
$49.7K 0.16%
+750
69
$47.5K 0.15%
+256
70
$46.6K 0.15%
+2,014
71
$46.3K 0.15%
+485
72
$44.8K 0.14%
+1,661
73
$44.4K 0.14%
+484
74
$44.2K 0.14%
+1,148
75
$43.9K 0.14%
+286
1 2
3
4 5