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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
76
$40.3K 0.13%
+326
77
$39.6K 0.13%
+901
78
$39.4K 0.13%
+318
79
$38.9K 0.12%
+114
80
$38.8K 0.12%
+58
81
$38.5K 0.12%
+103
82
$37.5K 0.12%
+198
83
$36.1K 0.12%
+39
84
$35K 0.11%
+209
85
$34.7K 0.11%
+326
86
$34.6K 0.11%
+308
87
$33.6K 0.11%
+83
88
$33.1K 0.11%
+96
89
$33K 0.11%
+712
90
$32.9K 0.11%
+18,908
91
$32K 0.1%
+327
92
$31.3K 0.1%
+89
93
$31.2K 0.1%
+618
94
$31.2K 0.1%
+222
95
$31K 0.1%
+370
96
$30.7K 0.1%
+126
97
$30.7K 0.1%
+322
98
$30.6K 0.1%
+124
99
$30.1K 0.1%
+634
100
$29.1K 0.09%
+204
2 3
4
5 6