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
201
$9.3K 0.03%
+197
202
$9.29K 0.03%
+45
203
$9.21K 0.03%
+200
204
$9.17K 0.03%
+302
205
$9.01K 0.03%
+150
206
$8.43K 0.03%
+174
207
$8.35K 0.03%
+34
208
$8.05K 0.03%
+32
209
$7.84K 0.03%
+342
210
$7.83K 0.03%
+10
211
$7.76K 0.02%
+16
212
$7.75K 0.02%
+425
213
$7.61K 0.02%
+150
214
$7.48K 0.02%
+200
215
$7.47K 0.02%
+70
216
$7.16K 0.02%
+16
217
$7.14K 0.02%
+74
218
$7.05K 0.02%
+180
219
$6.92K 0.02%
+142
220
$6.91K 0.02%
+90
221
$6.86K 0.02%
+62
222
$6.83K 0.02%
+40
223
$6.79K 0.02%
+90
224
$6.72K 0.02%
+116
225
$6.67K 0.02%
+26
7 8
9
10 11