IPW
Intergy Private Wealth Portfolio holdings
AUM
$320M
1-Year Est. Return
15.83%
1 Year Est. Return
+15.83%
AUM
$293M
AUM Growth
+$30.1M
(+11%)
Holding
104
Top Buys
| 1 | +$818K | |
| 2 | +$563K | |
| 3 | +$490K | |
| 4 |
TSMC
TSM
|
+$396K |
| 5 |
Apple
AAPL
|
+$395K |
Top Sells
| 1 | +$577K | |
| 2 | +$333K | |
| 3 | +$285K | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$208K |
| 5 |
IBM
IBM
|
+$149K |
Sector Composition
| 1 | Technology | 3.38% |
| 2 | Financials | 1.04% |
| 3 | Communication Services | 1% |
| 4 | Consumer Discretionary | 0.82% |
| 5 | Healthcare | 0.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Lloyds Banking Group
LYG
$66.1B
| $60.4K | 0.02% |
14,214
-471
|
|
||
|
102
Thermo Fisher Scientific
TMO
$205B
| – | – |
-419
|
|
||
103
Vanguard Total Bond Market
BND
$138B
| – | – |
-4,532
|
|
||
104
Genasys
GNSS
$99.3M
| – | – |
-16,852
|
|