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
$62.1M
AUM Growth
-$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$1.93M
3
+$1.51M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$1.17M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.13M

Top Sells

1
+$5.61M
2
+$1.39M
3
+$510K
4
PXD
Pioneer Natural Resource Co.
PXD
+$507K
5
SLB icon
SLB Ltd
SLB
+$385K

Sector Composition

1 Energy 5.06%
2 Technology 4.19%
3 Industrials 1.39%
4 Real Estate 1.03%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$433K 0.7%
3,300
27
$428K 0.69%
10,508
28
$355K 0.57%
1,377
+18
29
$298K 0.48%
3,137
-212
30
$293K 0.47%
22,278
31
$258K 0.42%
3,200
32
$233K 0.38%
3,660
33
$226K 0.36%
1,386
34
$38K 0.06%
522
-56,750
35
$2K ﹤0.01%
180
-13,300
36
– –
-1,051
37
– –
-11,033
38
– –
-3,828
39
– –
-3,350
1
2