IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
-2.38%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$571M
AUM Growth
+$571M
(-2.2%)
Cap. Flow
+$6.88M
Cap. Flow
% of AUM
1.21%
Top 10 Holdings %
Top 10 Hldgs %
53.01%
Holding
296
New
13
Increased
125
Reduced
104
Closed
21
Top Buys
| 1 |
WisdomTree US Value Fund
WTV
|
$3.57M |
| 2 |
Alpha Architect Tail Risk ETF
CAOS
|
$2.26M |
| 3 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$2.02M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.5M |
| 5 |
WisdomTree US Quality Growth Fund
QGRW
|
$1.45M |
Top Sells
Sector Composition
| 1 | Technology | 10.88% |
| 2 | Financials | 3.37% |
| 3 | Consumer Discretionary | 2.99% |
| 4 | Communication Services | 2.23% |
| 5 | Consumer Staples | 1.72% |
