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
$89.6M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$8.96M
3
+$4.14M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.06M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.79M

Top Sells

1
+$6.14M
2
+$2.78M
3
+$371K
4
VIDI icon
Vident International Equity Strategy
VIDI
+$162K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$69.6K

Sector Composition

1 Technology 4.34%
2 Energy 4.23%
3 Industrials 1.16%
4 Real Estate 0.8%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$763K 0.73%
19,359
27
$731K 0.7%
+13,158
28
$716K 0.68%
11,214
29
$701K 0.67%
33,033
-86
30
$659K 0.63%
28,715
-255
31
$597K 0.57%
10,508
32
$590K 0.56%
24,470
-254
33
$573K 0.55%
23,373
-242
34
$569K 0.54%
24,889
-447
35
$439K 0.42%
7,630
36
$356K 0.34%
+6,156
37
$340K 0.32%
+2,160
38
$334K 0.32%
1,477
+91
39
$328K 0.31%
22,278
40
$323K 0.31%
3,137
41
$312K 0.3%
2,421
42
$309K 0.3%
5,868
-7,044
43
$288K 0.28%
+1,371
44
$231K 0.22%
690
-208
45
$205K 0.2%
1,825
46
$66K 0.06%
12,159
47
$38K 0.04%
522
48
$3K ﹤0.01%
180
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