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IWP

Insight Wealth Partners Portfolio holdings

AUM $247M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$7.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.86M
3
+$993K
4
ZJAN
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
+$955K
5
SNDK
Sandisk
SNDK
+$904K

Top Sells

1
+$3.58M
2
+$914K
3
+$834K
4
BROS icon
Dutch Bros
BROS
+$714K
5
PHYS icon
Sprott Physical Gold
PHYS
+$699K

Sector Composition

1 Technology 6.07%
2 Energy 2.22%
3 Consumer Discretionary 1.99%
4 Industrials 1.44%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCIT icon
1
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$22.6M 9.12%
272,811
-3,139
SPXL icon
2
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.09B
$17.9M 7.22%
96,589
-2,569
LQD icon
3
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$15.2M 6.15%
139,708
+4,658
JPST icon
4
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
$14M 5.65%
276,178
+7,976
FBND icon
5
Fidelity Total Bond ETF
FBND
$26.2B
$11.5M 4.66%
252,939
+15,130
IEF icon
6
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$6.92M 2.8%
72,511
+37,372
TIP icon
7
iShares TIPS Bond ETF
TIP
$14.9B
$6.69M 2.7%
60,632
+3,407
GTO icon
8
Invesco Total Return Bond ETF
GTO
$2.32B
$6.63M 2.68%
141,670
+9,642
JBND icon
9
JPMorgan Active Bond ETF
JBND
$8.2B
$6.59M 2.66%
122,574
+518
UITB icon
10
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.63B
$6.41M 2.59%
136,412
+669
HYG icon
11
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.2B
$5.77M 2.33%
72,531
+4,247
FALN icon
12
iShares Fallen Angels USD Bond ETF
FALN
$1.65B
$4.92M 1.99%
184,138
+9,939
NVDA icon
13
NVIDIA
NVDA
$4.92T
$4.85M 1.96%
27,813
+545
IG icon
14
Principal Investment Grade Corporate Active ETF
IG
$179M
$4.68M 1.89%
226,628
+6,038
IAU icon
15
iShares Gold Trust
IAU
$64.4B
$4.65M 1.88%
52,747
-39,042
EMB icon
16
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.4B
$4.42M 1.79%
47,021
+1,890
MUB icon
17
iShares National Muni Bond ETF
MUB
$45.3B
$3.56M 1.44%
33,579
+564
CMBS icon
18
iShares CMBS ETF
CMBS
$475M
$3.45M 1.4%
70,853
+4,456
BOND icon
19
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.01B
$3.35M 1.35%
36,315
+2,565
UMI icon
20
USCF Midstream Energy Income Fund
UMI
$484M
$3.09M 1.25%
52,766
+3,654
SNPE icon
21
Xtrackers S&P 500 ESG ETF
SNPE
$2.71B
$3.05M 1.23%
51,197
+1,004
UTWO icon
22
US Treasury 2 Year Note ETF
UTWO
$434M
$2.84M 1.15%
+58,908
SOXX icon
23
iShares Semiconductor ETF
SOXX
$38.5B
$2.57M 1.04%
7,828
+110
AAPL icon
24
Apple
AAPL
$4.35T
$2.48M 1%
9,761
+15
AVGO icon
25
Broadcom
AVGO
$1.81T
$2.39M 0.96%
7,712
+42
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