IPW

Inlet Private Wealth Portfolio holdings

AUM $431M
1-Year Est. Return 29.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$888K
2
+$404K
3
+$225K
4
MCD icon
McDonald's
MCD
+$221K
5
APD icon
Air Products & Chemicals
APD
+$216K

Top Sells

1
+$1.74M
2
+$813K
3
+$354K
4
UNH icon
UnitedHealth
UNH
+$259K
5
AMGN icon
Amgen
AMGN
+$68.4K

Sector Composition

1 Technology 27.96%
2 Financials 16.37%
3 Healthcare 15.21%
4 Industrials 10.59%
5 Energy 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$144K 0.06%
20,200
-2,000
127
$28K 0.01%
20,000
128
– –
-74,140
129
– –
-1,037
130
– –
-2,733
131
– –
-85,200
2 3 4 5
6