IPW
Inlet Private Wealth Portfolio holdings
AUM
$407M
This Quarter Return
-23.94%
1 Year Return
+22.64%
3 Year Return
+71.36%
5 Year Return
+143.57%
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(-29%)
Cap. Flow
-$4.93M
Cap. Flow
% of AUM
-2.28%
Top 10 Holdings %
Top 10 Hldgs %
33.43%
Holding
145
New
1
Increased
34
Reduced
30
Closed
20
Top Buys
| 1 |
Omnicom Group
OMC
|
$1.61M |
| 2 |
United Parcel Service
UPS
|
$987K |
| 3 |
Hanesbrands
HBI
|
$680K |
| 4 |
Altria Group
MO
|
$406K |
| 5 |
AT&T
T
|
$344K |
Top Sells
| 1 |
Gen Digital
GEN
|
$1.93M |
| 2 |
AllianceBernstein
AB
|
$1.77M |
| 3 |
Occidental Petroleum
OXY
|
$1.05M |
| 4 |
NetApp
NTAP
|
$679K |
| 5 |
Western Digital
WDC
|
$305K |
Sector Composition
| 1 | Technology | 26.51% |
| 2 | Financials | 16.13% |
| 3 | Healthcare | 15.85% |
| 4 | Industrials | 10.66% |
| 5 | Energy | 10.21% |
