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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
151
$15.3K 0.05%
+114
152
$15.2K 0.05%
+757
153
$15.1K 0.05%
+225
154
$15K 0.05%
+80
155
$15K 0.05%
+30
156
$15K 0.05%
+10
157
$14.9K 0.05%
+125
158
$14.8K 0.05%
+114
159
$14.7K 0.05%
+16
160
$14.7K 0.05%
+54
161
$14.6K 0.05%
+100
162
$14.3K 0.05%
+18
163
$14.3K 0.05%
+58
164
$14.3K 0.05%
+170
165
$14.3K 0.05%
+174
166
$14K 0.04%
+12
167
$14K 0.04%
+28
168
$13.8K 0.04%
+75
169
$13.7K 0.04%
+30
170
$13.7K 0.04%
+68
171
$13.4K 0.04%
+95
172
$13.4K 0.04%
+176
173
$13.2K 0.04%
+128
174
$13.1K 0.04%
+98
175
$13.1K 0.04%
+230
5 6
7
8 9