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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
VCSH icon
26
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$2.33M 0.94%
29,386
-3,050
LQDB icon
27
iShares BBB Rated Corporate Bond ETF
LQDB
$56.2M
$2.33M 0.94%
26,941
-464
AMZN icon
28
Amazon
AMZN
$2.6T
$2.27M 0.92%
10,880
+165
BSMU icon
29
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$259M
$2.26M 0.91%
103,724
AVDV icon
30
Avantis International Small Cap Value ETF
AVDV
$19.2B
$2.22M 0.9%
22,271
+218
TBG icon
31
TBG Dividend Focus ETF
TBG
$239M
$2.11M 0.85%
60,510
+6,415
AVUV icon
32
Avantis US Small Cap Value ETF
AVUV
$28.2B
$2.02M 0.82%
18,324
+499
AIRR icon
33
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$1.94M 0.78%
17,529
+1,392
PHYS icon
34
Sprott Physical Gold
PHYS
$15.1B
$1.93M 0.78%
54,476
-18,898
GLD icon
35
SPDR Gold Trust
GLD
$139B
$1.93M 0.78%
4,482
+214
FANG icon
36
Diamondback Energy
FANG
$53.9B
$1.87M 0.76%
9,471
-65
TACK icon
37
Fairlead Tactical Sector ETF
TACK
$285M
$1.87M 0.76%
61,583
-867
SPY icon
38
State Street SPDR S&P 500 ETF Trust
SPY
$770B
$1.69M 0.68%
2,605
-129
ZALT icon
39
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$630M
$1.6M 0.65%
49,328
+26,192
XOM icon
40
Exxon Mobil
XOM
$608B
$1.6M 0.65%
9,416
+240
COWZ icon
41
Pacer US Cash Cows 100 ETF
COWZ
$18B
$1.51M 0.61%
24,186
-1,156
DBEF icon
42
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.87B
$1.39M 0.56%
28,222
+3,480
VRT icon
43
Vertiv
VRT
$114B
$1.32M 0.53%
5,260
+6
AVIV icon
44
Avantis International Large Cap Value ETF
AVIV
$1.78B
$1.24M 0.5%
16,560
+2,056
CSCO icon
45
Cisco
CSCO
$480B
$1.23M 0.5%
15,839
-593
SCHG icon
46
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$1.16M 0.47%
39,683
-1,072
SCHD icon
47
Schwab US Dividend Equity ETF
SCHD
$95.7B
$1.14M 0.46%
37,217
-606
RTX icon
48
RTX Corp
RTX
$248B
$1.11M 0.45%
5,757
+90
TXN icon
49
Texas Instruments
TXN
$270B
$1.1M 0.45%
5,687
+1,005
SNDK
50
Sandisk
SNDK
$279B
$1.02M 0.41%
+1,600
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