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
$157M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$1.07M
3
+$463K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$449K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$275K

Top Sells

1
+$1.37M
2
+$853K
3
+$711K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$295K
5
AAL icon
American Airlines Group
AAL
+$222K

Sector Composition

1 Energy 9.06%
2 Technology 2.54%
3 Industrials 0.68%
4 Real Estate 0.48%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.55%
19,319
27
$972K 0.52%
46,074
28
$885K 0.47%
9,421
29
$747K 0.4%
10,224
-686
30
$729K 0.39%
28,982
31
$708K 0.38%
27,808
32
$693K 0.37%
29,685
33
$678K 0.36%
29,444
34
$611K 0.33%
7,159
-471
35
$594K 0.32%
4,335
-588
36
$474K 0.25%
2,421
37
$452K 0.24%
4,236
-337
38
$450K 0.24%
7,560
-60
39
$435K 0.23%
7,902
+32
40
$403K 0.21%
10,680
+1,250
41
$386K 0.21%
1,308
-78
42
$361K 0.19%
14,340
-390
43
$341K 0.18%
22,278
44
$336K 0.18%
6,675
+510
45
$316K 0.17%
5,002
+5
46
$299K 0.16%
698
47
$275K 0.15%
+5,130
48
$234K 0.12%
1,360
49
$230K 0.12%
10,300
50
$226K 0.12%
+2,633
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