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
BSMU icon
26
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$207M
$2.27M 0.69%
103,724
-1,486
PHYS icon
27
Sprott Physical Gold
PHYS
$15.8B
$2.19M 0.67%
74,065
SOXX icon
28
iShares Semiconductor ETF
SOXX
$16.9B
$2.17M 0.66%
8,008
+42
AVDV icon
29
Avantis International Small Cap Value ETF
AVDV
$14.8B
$1.96M 0.6%
22,017
+686
TACK icon
30
Fairlead Tactical Sector ETF
TACK
$273M
$1.84M 0.56%
61,152
+3,109
AVUV icon
31
Avantis US Small Cap Value ETF
AVUV
$20.3B
$1.77M 0.54%
17,799
+597
AIRR icon
32
First Trust RBA American Industrial Renaissance ETF
AIRR
$6.28B
$1.53M 0.46%
15,780
+1,399
GLD icon
33
SPDR Gold Trust
GLD
$145B
$1.5M 0.46%
4,210
-428
COWZ icon
34
Pacer US Cash Cows 100 ETF
COWZ
$18.6B
$1.49M 0.45%
25,861
+2,774
FANG icon
35
Diamondback Energy
FANG
$44.9B
$1.36M 0.42%
9,536
SCHG icon
36
Schwab US Large-Cap Growth ETF
SCHG
$52.1B
$1.36M 0.41%
42,567
+1,359
TBG icon
37
TBG Dividend Focus ETF
TBG
$198M
$1.3M 0.4%
39,357
+19,959
MSFT icon
38
Microsoft
MSFT
$3.56T
$1.29M 0.39%
2,498
+34
CSCO icon
39
Cisco
CSCO
$307B
$1.18M 0.36%
17,279
-7
DBEF icon
40
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.49B
$1.16M 0.35%
25,001
+4,862
XOM icon
41
Exxon Mobil
XOM
$501B
$1.12M 0.34%
9,929
+570
OPER icon
42
ClearShares Ultra-Short Maturity ETF
OPER
$108M
$1.08M 0.33%
10,753
-100
WEA
43
Western Asset Premier Bond Fund
WEA
$130M
$1.06M 0.32%
94,387
+2,874
SCHD icon
44
Schwab US Dividend Equity ETF
SCHD
$71.4B
$1.02M 0.31%
37,287
+1,403
PULS icon
45
PGIM Ultra Short Bond ETF
PULS
$13.2B
$998K 0.3%
20,023
-471
AVIV icon
46
Avantis International Large Cap Value ETF
AVIV
$977M
$972K 0.3%
14,416
+2,703
TSLA icon
47
Tesla
TSLA
$1.53T
$969K 0.3%
2,178
-61
RTX icon
48
RTX Corp
RTX
$240B
$948K 0.29%
5,667
-9
PLTR icon
49
Palantir
PLTR
$438B
$939K 0.29%
5,146
+1,917
BSCS icon
50
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.06B
$931K 0.28%
45,236
-593
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