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
$63.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$6.9M
3
+$6.38M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.29M
5
VIDI icon
Vident International Equity Strategy
VIDI
+$4.2M

Top Sells

No sells this quarter

Sector Composition

1 Energy 22.94%
2 Technology 5.21%
3 Industrials 2.01%
4 Real Estate 1.4%
5 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$628K 0.62%
+24,010
27
$625K 0.62%
+25,568
28
$554K 0.55%
+10,508
29
$542K 0.54%
+13,480
30
$507K 0.5%
+3,350
31
$437K 0.43%
+1,359
32
$387K 0.38%
+3,349
33
$372K 0.37%
+3,200
34
$334K 0.33%
+22,278
35
$292K 0.29%
+1,386
36
$269K 0.27%
+3,660
37
$267K 0.26%
+3,828
38
$238K 0.24%
+1,051
1
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