IPW

Inlet Private Wealth Portfolio holdings

AUM $407M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
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 +$936K
2 +$395K
3 +$265K
4
PFG icon
Principal Financial Group
PFG
+$241K
5
APD icon
Air Products & Chemicals
APD
+$229K

Top Sells

1 +$1.74M
2 +$813K
3 +$354K
4
UNH icon
UnitedHealth
UNH
+$259K
5
AMGN icon
Amgen
AMGN
+$70.8K

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
-2,733
129
-85,200
130
-74,140
131
-1,037