IPW

Intergy Private Wealth Portfolio holdings

AUM $320M
1-Year Est. Return 15.83%
This Quarter Est. Return
1 Year Est. Return
+15.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1 +$1.82M
2 +$1.51M
3 +$1.39M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$810K
5
VUG icon
Vanguard Growth ETF
VUG
+$785K

Sector Composition

1 Technology 1.22%
2 Industrials 1.18%
3 Financials 0.68%
4 Healthcare 0.2%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.39M 0.87%
16,828
+2,041
27
$1.26M 0.79%
6,190
+457
28
$1.21M 0.76%
21,438
-399
29
$1.14M 0.71%
30,928
-666
30
$1.01M 0.63%
5,261
+126
31
$961K 0.6%
9,345
+1,489
32
$952K 0.6%
2,477
-1,374
33
$941K 0.59%
36,358
+3,172
34
$909K 0.57%
9,373
+344
35
$859K 0.54%
9,081
+237
36
$784K 0.49%
2,049
+106
37
$733K 0.46%
16,668
-1,102
38
$710K 0.44%
5,250
+702
39
$684K 0.43%
13,536
+9,091
40
$640K 0.4%
13,235
-815
41
$579K 0.36%
5,492
-2,041
42
$574K 0.36%
2,860
+432
43
$542K 0.34%
7,195
+339
44
$537K 0.34%
2,501
-588
45
$517K 0.32%
20,967
-567
46
$493K 0.31%
4,680
+714
47
$465K 0.29%
2,532
-423
48
$431K 0.27%
9,066
+1,257
49
$375K 0.23%
5,691
-236
50
$362K 0.23%
+2,697