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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
126
$20.5K 0.07%
+138
127
$20.5K 0.07%
+402
128
$19.6K 0.06%
+234
129
$19.5K 0.06%
+341
130
$19.2K 0.06%
+150
131
$19K 0.06%
+278
132
$19K 0.06%
+150
133
$18.9K 0.06%
+95
134
$18.9K 0.06%
+112
135
$18.6K 0.06%
+68
136
$18.5K 0.06%
+80
137
$18.2K 0.06%
+1,260
138
$17.9K 0.06%
+138
139
$17.5K 0.06%
+86
140
$17.5K 0.06%
+834
141
$17.4K 0.06%
+291
142
$17.1K 0.05%
+227
143
$17K 0.05%
+72
144
$16.9K 0.05%
+104
145
$16.8K 0.05%
+62
146
$16.6K 0.05%
+173
147
$16K 0.05%
+84
148
$15.8K 0.05%
+142
149
$15.4K 0.05%
+164
150
$15.3K 0.05%
+23
4 5
6
7 8