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

Top Buys

1
+$622K
2
+$533K
3
+$470K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$395K
5
PHYS icon
Sprott Physical Gold
PHYS
+$335K

Top Sells

1
+$18.6M
2
+$433K
3
+$266K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$148K
5
TXN icon
Texas Instruments
TXN
+$95.2K

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 0.54%
10,508
27
$470K 0.48%
+7,630
28
$398K 0.41%
4,368
+708
29
$335K 0.34%
+23,378
30
$315K 0.32%
22,278
31
$306K 0.31%
3,137
32
$298K 0.31%
1,386
33
$277K 0.28%
898
-479
34
$268K 0.28%
2,421
-779
35
$204K 0.21%
+1,825
36
$87K 0.09%
+12,159
37
$47K 0.05%
522
38
$3K ﹤0.01%
180
39
– –
-3,300
1
2