IPW
Inlet Private Wealth Portfolio holdings
AUM
$407M
This Quarter Return
-5.01%
1 Year Return
+22.64%
3 Year Return
+71.36%
5 Year Return
+143.57%
10 Year Return
–
AUM
$336M
AUM Growth
+$336M
(-4.2%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
3.16%
Top 10 Holdings %
Top 10 Hldgs %
35.71%
Holding
136
New
4
Increased
49
Reduced
36
Closed
9
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$4.14M |
| 2 |
Advance Auto Parts
AAP
|
$3.06M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$2.17M |
| 4 |
CarMax
KMX
|
$2.11M |
| 5 |
United Parcel Service
UPS
|
$1.8M |
Top Sells
| 1 |
Merck
MRK
|
$1.37M |
| 2 |
McKesson
MCK
|
$1.37M |
| 3 |
SPDR Gold Trust
GLD
|
$1.37M |
| 4 |
Hubbell
HUBB
|
$1.11M |
| 5 |
American International
AIG
|
$828K |
Sector Composition
| 1 | Technology | 19.12% |
| 2 | Healthcare | 16.76% |
| 3 | Financials | 16.36% |
| 4 | Energy | 14.37% |
| 5 | Industrials | 8.91% |
