IWP

Insight Wealth Partners Portfolio holdings

AUM $240M
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.48M
3
+$913K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$909K
5
RKLB icon
Rocket Lab Corp
RKLB
+$685K

Top Sells

1
+$806K
2
+$619K
3
+$571K
4
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$491K
5
ACN icon
Accenture
ACN
+$431K

Sector Composition

1 Technology 6.27%
2 Consumer Discretionary 2.52%
3 Industrials 1.73%
4 Energy 1.42%
5 Communication Services 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCIT icon
1
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.7B
$23.1M 9.62%
275,950
-3,115
SPXL icon
2
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$5.05B
$21.9M 9.1%
99,158
-2,259
LQD icon
3
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.6B
$14.9M 6.19%
135,050
+13,284
JPST icon
4
JPMorgan Ultra-Short Income ETF
JPST
$37.6B
$13.6M 5.65%
268,202
+7,220
FBND icon
5
Fidelity Total Bond ETF
FBND
$24.8B
$10.9M 4.56%
237,809
+11,038
IAU icon
6
iShares Gold Trust
IAU
$81.4B
$7.45M 3.1%
91,789
+2,546
JBND icon
7
JPMorgan Active Bond ETF
JBND
$6.65B
$6.6M 2.75%
122,056
+7,095
UITB icon
8
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.65B
$6.43M 2.67%
135,743
+9,027
TIP icon
9
iShares TIPS Bond ETF
TIP
$14.3B
$6.29M 2.62%
57,225
+2,782
GTO icon
10
Invesco Total Return Bond ETF
GTO
$2.07B
$6.26M 2.61%
132,028
+7,424
HYG icon
11
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.4B
$5.51M 2.29%
68,284
+5,911
NVDA icon
12
NVIDIA
NVDA
$4.45T
$5.09M 2.12%
27,268
-1,463
FALN icon
13
iShares Fallen Angels USD Bond ETF
FALN
$1.71B
$4.76M 1.98%
174,199
+18,343
IG icon
14
Principal Investment Grade Corporate Active ETF
IG
$164M
$4.61M 1.92%
220,590
+25,707
EMB icon
15
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$17.2B
$4.35M 1.81%
45,131
+3,460
MUB icon
16
iShares National Muni Bond ETF
MUB
$42.6B
$3.54M 1.47%
33,015
+1,435
IEF icon
17
iShares 7-10 Year Treasury Bond ETF
IEF
$47.9B
$3.38M 1.41%
+35,139
CMBS icon
18
iShares CMBS ETF
CMBS
$504M
$3.26M 1.36%
66,397
+3,106
BOND icon
19
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.54B
$3.14M 1.31%
33,750
+1,868
SNPE icon
20
Xtrackers S&P 500 ESG ETF
SNPE
$2.29B
$3.13M 1.3%
50,193
-733
AVGO icon
21
Broadcom
AVGO
$1.59T
$2.65M 1.1%
7,670
+3
AAPL icon
22
Apple
AAPL
$3.75T
$2.65M 1.1%
9,746
-346
VCSH icon
23
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.7B
$2.59M 1.08%
32,436
-178
AMZN icon
24
Amazon
AMZN
$2.25T
$2.47M 1.03%
10,715
+51
PHYS icon
25
Sprott Physical Gold
PHYS
$18.6B
$2.42M 1.01%
73,374
-691
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