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
$142M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.57M
3
+$5.03M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$3.69M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$2.73M

Top Sells

1
+$5.91M
2
+$1.29M
3
+$1.23M
4
QEP
QEP RESOURCES, INC.
QEP
+$450K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$393K

Sector Composition

1 Technology 2.76%
2 Industrials 0.91%
3 Energy 0.69%
4 Real Estate 0.53%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$974K 0.48%
46,074
27
$756K 0.37%
10,910
-304
28
$724K 0.36%
28,982
29
$704K 0.35%
27,808
30
$693K 0.34%
29,685
31
$692K 0.34%
+9,421
32
$679K 0.33%
29,444
33
$601K 0.3%
4,923
-1,956
34
$590K 0.29%
7,630
35
$472K 0.23%
7,620
36
$442K 0.22%
2,421
37
$432K 0.21%
7,870
-22,402
38
$388K 0.19%
4,573
-1,245
39
$383K 0.19%
1,386
-91
40
$358K 0.18%
+14,730
41
$334K 0.16%
22,278
42
$328K 0.16%
9,430
+2,439
43
$298K 0.15%
+6,165
44
$279K 0.14%
4,997
+5
45
$277K 0.14%
698
+54
46
$228K 0.11%
10,300
47
$222K 0.11%
+9,288
48
$215K 0.11%
8,740
49
$210K 0.1%
1,360
-800
50
$74K 0.04%
+971
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