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
$243M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$3.09M
2 +$1.22M
3 +$1.04M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$622K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$449K

Sector Composition

1 Technology 2.12%
2 Communication Services 0.73%
3 Financials 0.55%
4 Industrials 0.55%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$236K 0.1%
+2,028
77
$215K 0.09%
+2,356
78
$203K 0.08%
+350
79
-2,018