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
+$485K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.2M
3
+$2.18M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.78M
5
PHYS icon
Sprott Physical Gold
PHYS
+$698K

Top Sells

1
+$1.97M
2
+$1.62M
3
+$1.16M
4
IAU icon
iShares Gold Trust
IAU
+$609K
5
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$202K

Sector Composition

1 Energy 7.01%
2 Technology 2.48%
3 Industrials 0.64%
4 Real Estate 0.46%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$943K 0.51%
18,336
-31,477
27
$899K 0.48%
20,816
-26,933
28
$897K 0.48%
9,471
+50
29
$759K 0.41%
53,769
+41,627
30
$731K 0.39%
10,224
31
$726K 0.39%
28,982
32
$704K 0.38%
27,808
33
$690K 0.37%
29,685
34
$677K 0.36%
29,444
35
$615K 0.33%
7,159
36
$610K 0.33%
4,310
-25
37
$469K 0.25%
4,382
+146
38
$430K 0.23%
11,330
+650
39
$418K 0.22%
1,308
40
$398K 0.21%
7,560
41
$379K 0.2%
6,894
-1,008
42
$355K 0.19%
14,340
43
$340K 0.18%
6,759
+84
44
$335K 0.18%
22,278
45
$326K 0.17%
1,950
-471
46
$293K 0.16%
4,977
-25
47
$291K 0.16%
5,438
+308
48
$257K 0.14%
600
-98
49
$243K 0.13%
1,480
+120
50
$229K 0.12%
10,300
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