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
$110M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$3.35M
3
+$2.89M
4
IAU icon
iShares Gold Trust
IAU
+$2.11M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.23M

Top Sells

1
+$1.86M
2
+$1.13M
3
+$975K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$843K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$773K

Sector Composition

1 Energy 5.63%
2 Technology 4.09%
3 Industrials 0.89%
4 Real Estate 0.7%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$913K 0.56%
6,879
+75
27
$865K 0.53%
19,319
-40
28
$775K 0.47%
11,214
29
$722K 0.44%
28,982
+4,512
30
$706K 0.43%
27,808
+4,435
31
$693K 0.42%
29,685
+4,796
32
$680K 0.42%
29,444
+729
33
$546K 0.33%
7,630
34
$450K 0.28%
+188,434
35
$438K 0.27%
7,620
-2,888
36
$420K 0.26%
5,818
-50
37
$403K 0.25%
2,421
38
$393K 0.24%
6,156
39
$386K 0.24%
1,477
40
$357K 0.22%
3,137
41
$352K 0.22%
2,160
42
$340K 0.21%
22,278
43
$305K 0.19%
1,371
44
$241K 0.15%
644
-46
45
$233K 0.14%
+10,300
46
$230K 0.14%
+6,991
47
$214K 0.13%
+8,740
48
$206K 0.13%
+4,992
49
$201K 0.12%
+7,415
50
$75K 0.05%
12,159
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