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IWP

Insight Wealth Partners Portfolio holdings

AUM $713M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
+4.11%
1 Year Est. Return
+16.55%
3 Year Est. Return
+38.91%
5 Year Est. Return
+35.58%
10 Year Est. Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$361M
Cap. Flow %
358.14%
Top 10 Hldgs %
78.39%
Holding
39
New
39
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.66M
2
CVX icon
Chevron
CVX
+$6.75M
3
TPL icon
Texas Pacific Land
TPL
+$5.37M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.24M
5
VBND icon
Vident US Bond Strategy ETF
VBND
+$4.16M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Energy 14.47%
2 Technology 3.28%
3 Industrials 1.27%
4 Real Estate 0.88%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSJO
26
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
$641K 0.64%
+25,138
New +$633K
BSJN
27
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
$628K 0.62%
+24,010
New +$623K
BSJM
28
DELISTED
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
$625K 0.62%
+25,568
New +$621K
PCAR icon
29
PACCAR
PCAR
$69.6B
$554K 0.55%
+10,508
New +$540K
SLB icon
30
SLB Ltd
SLB
$77.8B
$542K 0.54%
+13,480
New +$481K
PXD
31
DELISTED
Pioneer Natural Resource Co.
PXD
$507K 0.5%
+3,350
New +$446K
SPY icon
32
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$437K 0.43%
+1,359
New +$418K
FISV
33
Fiserv Inc
FISV
$27.2B
$387K 0.38%
+3,349
New +$370K
QRVO icon
34
Qorvo
QRVO
$7.63B
$372K 0.37%
+3,200
New +$309K
PGX icon
35
Invesco Preferred ETF
PGX
$3.84B
$334K 0.33%
+22,278
New +$333K
ACN icon
36
Accenture
ACN
$89.9B
$292K 0.29%
+1,386
New +$270K
AAPL icon
37
Apple
AAPL
$4.89T
$269K 0.27%
+3,660
New +$235K
XOM icon
38
ExxonMobil
XOM
$651B
$267K 0.26%
+3,828
New +$265K
BRK.B icon
39
Berkshire Hathaway Class B
BRK.B
$1.07T
$238K 0.24%
+1,051
New +$228K
1
2

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AMPWP
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Insight Wealth Partners's Q4 2019 Portfolio in Review

Q4 2019 is the first quarter with a 13F filing on record for Insight Wealth Partners, which disclosed 39 positions worth $101M. Its ten largest holdings account for 78% of the portfolio.

Its largest position is iShares iBoxx $ Investment Grade Corporate Bond ETF: 60,125 shares worth $7.69M.

By sector, the portfolio is most concentrated in Energy at 14% of assets, followed by Technology and Industrials.

  • Insight Wealth Partners's largest Q4 2019 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 60,125 shares worth $7.69M.
  • Insight Wealth Partners's ten largest holdings make up 78% of its $101M portfolio in Q4 2019.
  • Insight Wealth Partners disclosed 39 positions in Q4 2019, its first 13F filing on record.

Based on Insight Wealth Partners's 13F filing for Q4 2019, filed 16 Mar 2020.