IWP

Insight Wealth Partners Portfolio holdings

AUM $226M
1-Year Est. Return 9.54%
This Quarter Est. Return
1 Year Est. Return
+9.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$1.65M
3
+$1.56M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.11M
5
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$1.1M

Top Sells

1
+$3.01M
2
+$2.5M
3
+$342K
4
KBDC
Kayne Anderson BDC
KBDC
+$329K
5
TPL icon
Texas Pacific Land
TPL
+$220K

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 2.45%
3 Energy 1.61%
4 Industrials 1.15%
5 Financials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCIT icon
1
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.5B
$23.5M 7.15%
+279,065
SPXL icon
2
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$6.15B
$21.5M 6.55%
101,417
-14,197
LQD icon
3
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.3B
$13.6M 4.13%
121,766
+14,827
JPST icon
4
JPMorgan Ultra-Short Income ETF
JPST
$35.3B
$13.2M 4.03%
260,982
-49,319
FBND icon
5
Fidelity Total Bond ETF
FBND
$22.9B
$10.5M 3.19%
226,771
+33,822
IAU icon
6
iShares Gold Trust
IAU
$66.7B
$6.49M 1.98%
89,243
-233
JBND icon
7
JPMorgan Active Bond ETF
JBND
$4.3B
$6.23M 1.9%
114,961
+20,525
TIP icon
8
iShares TIPS Bond ETF
TIP
$14.4B
$6.06M 1.84%
54,443
+7,804
UITB icon
9
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.66B
$6.02M 1.83%
126,716
+23,117
GTO icon
10
Invesco Total Return Bond ETF
GTO
$1.91B
$5.92M 1.8%
124,604
+21,729
NVDA icon
11
NVIDIA
NVDA
$4.4T
$5.36M 1.63%
28,731
+339
HYG icon
12
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.3B
$5.06M 1.54%
62,373
+9,907
FALN icon
13
iShares Fallen Angels USD Bond ETF
FALN
$1.84B
$4.33M 1.32%
155,856
+21,840
IG icon
14
Principal Investment Grade Corporate Active ETF
IG
$150M
$4.11M 1.25%
194,883
+10,789
EMB icon
15
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16B
$3.97M 1.21%
41,671
+4,592
MUB icon
16
iShares National Muni Bond ETF
MUB
$41.5B
$3.36M 1.02%
31,580
+5,093
CMBS icon
17
iShares CMBS ETF
CMBS
$495M
$3.11M 0.95%
63,291
+9,718
SNPE icon
18
Xtrackers S&P 500 ESG ETF
SNPE
$2.28B
$3.06M 0.93%
50,926
+539
BOND icon
19
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.56B
$2.98M 0.91%
31,882
+5,754
VCSH icon
20
Vanguard Short-Term Corporate Bond ETF
VCSH
$40B
$2.61M 0.79%
32,614
+6,664
AAPL icon
21
Apple
AAPL
$4.11T
$2.57M 0.78%
10,092
+71
AVGO icon
22
Broadcom
AVGO
$1.92T
$2.53M 0.77%
7,667
+155
AMZN icon
23
Amazon
AMZN
$2.46T
$2.34M 0.71%
10,664
+109
LQDB icon
24
iShares BBB Rated Corporate Bond ETF
LQDB
$48.2M
$2.31M 0.7%
26,293
+699
UMI icon
25
USCF Midstream Energy Income Fund
UMI
$393M
$2.3M 0.7%
44,719
+2,713
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