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
$200M
AUM Growth
-$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.74M
2 +$1.3M
3 +$823K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$605K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$588K

Top Sells

1 +$1.1M
2 +$894K
3 +$432K
4
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$262K
5
NSP icon
Insperity
NSP
+$212K

Sector Composition

1 Technology 2.18%
2 Industrials 0.71%
3 Communication Services 0.6%
4 Financials 0.42%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,508