We are live on ! Find out more
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
176
$13.1K 0.04%
+206
177
$12.7K 0.04%
+568
178
$12.4K 0.04%
+56
179
$12.3K 0.04%
+100
180
$12.3K 0.04%
+60
181
$11.9K 0.04%
+190
182
$11.8K 0.04%
+172
183
$11.7K 0.04%
+96
184
$11.6K 0.04%
+230
185
$11.4K 0.04%
+128
186
$11.2K 0.04%
+70
187
$11.1K 0.04%
+104
188
$11K 0.04%
+84
189
$10.9K 0.03%
+182
190
$10.8K 0.03%
+10
191
$10.5K 0.03%
+74
192
$10.5K 0.03%
+400
193
$10.5K 0.03%
+40
194
$10.5K 0.03%
+427
195
$10.4K 0.03%
+100
196
$10K 0.03%
+100
197
$9.91K 0.03%
+50
198
$9.62K 0.03%
+39
199
$9.53K 0.03%
+30
200
$9.48K 0.03%
+100
6 7
8
9 10