IWP
Insight Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
+1.18%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$89.6M
AUM Growth
+$89.6M
(+50%)
Cap. Flow
+$30.2M
Cap. Flow
% of AUM
33.73%
Top 10 Holdings %
Top 10 Hldgs %
62.76%
Holding
49
New
10
Increased
9
Reduced
16
Closed
–
Top Buys
| 1 |
Invesco Total Return Bond ETF
GTO
|
$14.8M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$8.96M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$4.14M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$4.06M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.79M |
Top Sells
Sector Composition
| 1 | Technology | 4.34% |
| 2 | Energy | 4.23% |
| 3 | Industrials | 1.16% |
| 4 | Real Estate | 0.8% |
| 5 | Consumer Discretionary | 0.38% |
