IWP

Insight Wealth Partners Portfolio holdings

AUM $180M
1-Year Est. Return 6.68%
This Quarter Est. Return
1 Year Est. Return
+6.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$7.2M
3
+$1.46M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$354K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$348K

Top Sells

1
+$12.8M
2
+$4.39M
3
+$1.6M
4
TXN icon
Texas Instruments
TXN
+$928K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$804K

Sector Composition

1 Technology 7.87%
2 Consumer Discretionary 2.57%
3 Energy 1.89%
4 Industrials 1.32%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPXL icon
1
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$6.02B
$20.1M 7.79%
115,614
+89,717
JPST icon
2
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$15.7M 6.1%
310,301
+142,090
LQD icon
3
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.4B
$11.7M 4.55%
106,939
-14,642
FBND icon
4
Fidelity Total Bond ETF
FBND
$21.1B
$8.83M 3.43%
192,949
+5,588
IAU icon
5
iShares Gold Trust
IAU
$61B
$5.58M 2.17%
89,476
-70,430
TIP icon
6
iShares TIPS Bond ETF
TIP
$13.9B
$5.13M 1.99%
46,639
+430
JBND icon
7
JPMorgan Active Bond ETF
JBND
$3.25B
$5.06M 1.96%
94,436
+6,500
UITB icon
8
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.51B
$4.88M 1.89%
103,599
+7,529
GTO icon
9
Invesco Total Return Bond ETF
GTO
$1.94B
$4.82M 1.87%
102,875
+1,582
NVDA icon
10
NVIDIA
NVDA
$4.64T
$4.49M 1.74%
28,392
+217
HYG icon
11
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$4.23M 1.64%
52,466
+2,256
IG icon
12
Principal Investment Grade Corporate Active ETF
IG
$128M
$3.83M 1.49%
184,094
+11,007
FALN icon
13
iShares Fallen Angels USD Bond ETF
FALN
$1.83B
$3.64M 1.41%
134,016
+5,555
EMB icon
14
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.1B
$3.43M 1.33%
37,079
+299
SNPE icon
15
Xtrackers S&P 500 ESG ETF
SNPE
$2.2B
$2.79M 1.08%
50,387
+2,042
MUB icon
16
iShares National Muni Bond ETF
MUB
$40.4B
$2.77M 1.07%
26,487
+333
CMBS icon
17
iShares CMBS ETF
CMBS
$484M
$2.61M 1.01%
53,573
+1,500
BOND icon
18
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.98B
$2.41M 0.93%
26,128
+337
AMZN icon
19
Amazon
AMZN
$2.43T
$2.32M 0.9%
10,555
+267
BSMU icon
20
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$178M
$2.26M 0.88%
105,210
-27,187
LQDB icon
21
iShares BBB Rated Corporate Bond ETF
LQDB
$44.4M
$2.22M 0.86%
25,594
-34
UMI icon
22
USCF Midstream Energy Income Fund
UMI
$370M
$2.14M 0.83%
42,006
+28,532
AVGO icon
23
Broadcom
AVGO
$1.71T
$2.07M 0.8%
7,512
+332
VCSH icon
24
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$2.06M 0.8%
25,950
+390
AAPL icon
25
Apple
AAPL
$3.94T
$2.06M 0.8%
10,021
-39
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