IWP
Insight Wealth Partners Portfolio holdings
AUM $166M
AUM
$166M
AUM Growth
+$8.33M (+5%)
Cap. Flow
+$9.37M
Cap. Flow % of AUM
5.64%
Top 10 Holdings %Top 10 Hldgs %
45.72%
Holding
111
New
17
Increased
38
Reduced
35
Closed
3
Top Buys
| 1 | $944K | |
| 2 | $812K | |
| 3 | $749K | |
| 4 | $701K | |
| 5 | $480K |
Top Sells
| 1 | $583K | |
| 2 | $452K | |
| 3 | $226K | |
| 4 | $220K | |
| 5 | $188K |
Sector Composition
| 1 | Technology | 6.9% |
| 2 | Consumer Discretionary | 2.43% |
| 3 | Energy | 2.38% |
| 4 | Industrials | 1.22% |
| 5 | Financials | 0.97% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.69M | 0.28% | 9,411 +551 | +6% | +$99K | |||
| $1.55M | 0.26% | 56,872 +5,029 | +10% | +$137K | |||
| $1.52M | 0.25% | 9,536 | – | – | |||
| $1.46M | 0.24% | 20,865 -247 | -1% | -$17.2K | |||
| $1.45M | 0.24% | 16,621 -71 | -0.4% | -$6.19K | |||
| $1.44M | 0.24% | 7,670 +288 | +4% | +$54.2K | |||
| $1.22M | 0.2% | 22,208 -135 | -0.6% | -$7.39K | |||
| $1.2M | 0.2% | 7,180 -106 | -1% | -$17.7K | |||
| $1.16M | 0.19% | 4,029 +616 | +18% | +$177K | |||
| $1.09M | 0.18% | 9,204 +43 | +0.5% | +$5.11K | |||
| $1.06M | 0.18% | 17,161 -168 | -1% | -$10.4K | |||
| $1.05M | 0.17% | 10,454 +3,609 | +53% | +$362K | |||
| $1.05M | 0.17% | 41,803 -2,634 | -6% | -$66K | |||
| $1.02M | 0.17% | 90,763 +1,999 | +2% | +$22.4K | |||
| $978K | 0.16% | 19,664 +8,049 | +69% | +$400K | |||
| $909K | 0.15% | 13,327 +578 | +5% | +$39.4K | |||
| $892K | 0.15% | 43,855 +5,706 | +15% | +$116K | |||
| $880K | 0.15% | 45,151 +3,573 | +9% | +$69.6K | |||
| $876K | 0.15% | 44,711 +5,967 | +15% | +$117K | |||
| $852K | 0.14% | 30,478 -2,014 | -6% | -$56.3K | |||
| $845K | 0.14% | 2,250 -585 | -21% | -$220K | |||
| $816K | 0.14% | 6,159 -510 | -8% | -$67.6K | |||
| $812K | 0.14% | 7,354 | New | +$812K | |||
| $804K | 0.13% | 34,896 | – | – | |||
| $783K | 0.13% | 2,136 +279 | +15% | +$102K |
