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
$302M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$3.94M
2 +$2.02M
3 +$1.54M
4
FOX icon
Fox Class B
FOX
+$1.49M
5
GLD icon
SPDR Gold Trust
GLD
+$1.49M

Top Sells

1 +$1.94M
2 +$1.87M
3 +$1.82M
4
BGS icon
B&G Foods
BGS
+$1.71M
5
IVZ icon
Invesco
IVZ
+$1.16M

Sector Composition

1 Technology 24.44%
2 Financials 18.18%
3 Energy 13.82%
4 Healthcare 12.89%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-16,260
152
-88,210