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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
101
$27.2K 0.09%
+188
102
$26.8K 0.09%
+822
103
$26.5K 0.08%
+1,165
104
$26.4K 0.08%
+839
105
$26K 0.08%
+84
106
$25.9K 0.08%
+324
107
$25.7K 0.08%
+94
108
$25.2K 0.08%
+86
109
$25.2K 0.08%
+210
110
$24.9K 0.08%
+531
111
$24.5K 0.08%
+131
112
$24.5K 0.08%
+149
113
$24.3K 0.08%
+132
114
$24.2K 0.08%
+506
115
$23.9K 0.08%
+72
116
$23.2K 0.07%
+34
117
$23.2K 0.07%
+522
118
$23K 0.07%
+96
119
$21.6K 0.07%
+207
120
$21.6K 0.07%
+100
121
$21.1K 0.07%
+446
122
$21K 0.07%
+89
123
$21K 0.07%
+222
124
$21K 0.07%
+459
125
$20.7K 0.07%
+172
3 4
5
6 7