IPW
Intergy Private Wealth Portfolio holdings
AUM
$341M
1-Year Est. Return
20.56%
This Fund
S&P 500
1 Year Est. Return
+20.56%
AUM
$341M
AUM Growth
+$9.49M
(+2.9%)
Holding
126
Top Buys
| 1 | +$3.52M | |
| 2 | +$2.28M | |
| 3 | +$2.18M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$907K |
| 5 |
Huntington Bancshares
HBAN
|
+$580K |
Top Sells
| 1 | +$631K | |
| 2 | +$609K | |
| 3 | +$369K | |
| 4 |
Caterpillar
CAT
|
+$314K |
| 5 |
Thermo Fisher Scientific
TMO
|
+$205K |
Sector Composition
| 1 | Technology | 3.27% |
| 2 | Financials | 2.26% |
| 3 | Communication Services | 1.23% |
| 4 | Consumer Discretionary | 0.88% |
| 5 | Healthcare | 0.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Thermo Fisher Scientific
TMO
$195B
| – | – |
-354
|
|