IWP

Insight Wealth Partners Portfolio holdings

AUM $240M
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
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
+$7.66M
2
+$6.75M
3
+$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

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 0.99%
+24,010
27
$625K 0.98%
+25,568
28
$554K 0.87%
+10,508
29
$542K 0.85%
+13,480
30
$507K 0.8%
+3,350
31
$437K 0.69%
+1,359
32
$387K 0.61%
+3,349
33
$372K 0.58%
+3,200
34
$334K 0.53%
+22,278
35
$292K 0.46%
+1,386
36
$269K 0.42%
+3,660
37
$267K 0.42%
+3,828
38
$238K 0.37%
+1,051
1
2