IW

Imprint Wealth Portfolio holdings

AUM $31.2M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$27.5M
2 +$14.5M
3 +$13.5M
4
NVDA icon
NVIDIA
NVDA
+$11.6M
5
AAPL icon
Apple
AAPL
+$11.3M

Sector Composition

1 Technology 15.23%
2 Industrials 10.91%
3 Financials 7.97%
4 Consumer Discretionary 6.38%
5 Healthcare 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$360K 0.09%
+11,050
202
$360K 0.09%
2,140
-823
203
$356K 0.09%
+3,106
204
$353K 0.09%
+2,693
205
$349K 0.08%
9,042
-2,960
206
$349K 0.08%
+12,509
207
$342K 0.08%
14,490
208
$342K 0.08%
+30,934
209
$341K 0.08%
18,516
+533
210
$340K 0.08%
+616
211
$335K 0.08%
3,617
+61
212
$329K 0.08%
6,931
213
$327K 0.08%
+2,412
214
$327K 0.08%
13,334
215
$322K 0.08%
4,920
+446
216
$320K 0.08%
+12,668
217
$317K 0.08%
+1,778
218
$316K 0.08%
3,220
+250
219
$313K 0.08%
+12,423
220
$312K 0.08%
+3,918
221
$310K 0.08%
1,795
+31
222
$306K 0.07%
+5,733
223
$303K 0.07%
10,403
224
$302K 0.07%
+6,550
225
$301K 0.07%
+964