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
SOXX icon
26
iShares Semiconductor ETF
SOXX
$16.6B
$1.9M 0.74%
7,966
+296
PHYS icon
27
Sprott Physical Gold
PHYS
$13.9B
$1.88M 0.73%
74,065
-9,964
AVDV icon
28
Avantis International Small Cap Value ETF
AVDV
$12.7B
$1.69M 0.66%
21,331
+466
TACK icon
29
Fairlead Tactical Sector ETF
TACK
$281M
$1.64M 0.64%
58,043
+1,171
AVUV icon
30
Avantis US Small Cap Value ETF
AVUV
$18.5B
$1.57M 0.61%
17,202
+581
GLD icon
31
SPDR Gold Trust
GLD
$127B
$1.41M 0.55%
4,638
+609
FANG icon
32
Diamondback Energy
FANG
$41.8B
$1.31M 0.51%
9,536
COWZ icon
33
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
$1.27M 0.49%
23,087
+879
MSFT icon
34
Microsoft
MSFT
$3.95T
$1.23M 0.48%
2,464
+214
SCHG icon
35
Schwab US Large-Cap Growth ETF
SCHG
$53.9B
$1.2M 0.47%
41,208
-595
CSCO icon
36
Cisco
CSCO
$282B
$1.2M 0.47%
17,286
+125
AIRR icon
37
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.72B
$1.17M 0.45%
14,381
+1,054
OPER icon
38
ClearShares Ultra-Short Maturity ETF
OPER
$120M
$1.09M 0.42%
10,853
+399
TXN icon
39
Texas Instruments
TXN
$154B
$1.03M 0.4%
4,940
-4,471
PULS icon
40
PGIM Ultra Short Bond ETF
PULS
$12.6B
$1.02M 0.4%
20,494
+830
XOM icon
41
Exxon Mobil
XOM
$494B
$1.01M 0.39%
9,359
+155
WEA
42
Western Asset Premier Bond Fund
WEA
$133M
$993K 0.39%
91,513
+750
SCHD icon
43
Schwab US Dividend Equity ETF
SCHD
$70.9B
$951K 0.37%
35,884
+5,406
BSCS icon
44
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
$939K 0.36%
45,829
+1,974
BSCQ icon
45
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$920K 0.36%
47,156
+2,005
BSCR icon
46
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.09B
$918K 0.36%
46,712
+2,001
DBEF icon
47
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.39B
$881K 0.34%
20,139
+2,376
META icon
48
Meta Platforms (Facebook)
META
$1.89T
$836K 0.32%
1,133
+54
SHV icon
49
iShares Short Treasury Bond ETF
SHV
$20.7B
$834K 0.32%
7,552
+198
RTX icon
50
RTX Corp
RTX
$240B
$829K 0.32%
5,676
-483
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