IW

Imprint Wealth Portfolio holdings

AUM $412M
1-Year Est. Return 21.9%
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$5.99M
3 +$5.61M
4
MSFT icon
Microsoft
MSFT
+$5.3M
5
FCX icon
Freeport-McMoran
FCX
+$4.47M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.35%
2 Consumer Staples 12.62%
3 Technology 10.66%
4 Financials 9.9%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$201K 0.13%
+947
152
$201K 0.13%
+1,779
153
$201K 0.13%
+2,012
154
$176K 0.12%
+13,978
155
$149K 0.1%
+13,066
156
$133K 0.09%
+13,778
157
$121K 0.08%
+18,300
158
$108K 0.07%
+58,896