IWP
Insight Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
+5.23%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(+23%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
14.06%
Top 10 Holdings %
Top 10 Hldgs %
65.85%
Holding
56
New
7
Increased
25
Reduced
10
Closed
4
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$6.18M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$3.35M |
| 3 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$2.89M |
| 4 |
iShares Gold Trust
IAU
|
$2.11M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.23M |
Top Sells
Sector Composition
| 1 | Energy | 5.63% |
| 2 | Technology | 4.09% |
| 3 | Industrials | 0.89% |
| 4 | Real Estate | 0.7% |
| 5 | Consumer Discretionary | 0.32% |
