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
$59.7M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$600K
2
+$515K
3
+$476K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$390K
5
PHYS icon
Sprott Physical Gold
PHYS
+$322K

Top Sells

1
+$16.3M
2
+$433K
3
+$261K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$140K
5
TXN icon
Texas Instruments
TXN
+$87.5K

Sector Composition

1 Energy 8.36%
2 Technology 5.25%
3 Industrials 1.67%
4 Real Estate 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$524K 0.88%
10,508
27
$470K 0.79%
+7,630
28
$398K 0.67%
4,368
+708
29
$335K 0.56%
+23,378
30
$315K 0.53%
22,278
31
$306K 0.51%
3,137
32
$298K 0.5%
1,386
33
$277K 0.46%
898
-479
34
$268K 0.45%
2,421
-779
35
$204K 0.34%
+1,825
36
$87K 0.15%
+12,159
37
$47K 0.08%
522
38
$3K 0.01%
180
39
– –
-3,300
1
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