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
$181M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.72M
3
+$1.58M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.33M

Top Sells

1
+$972K
2
+$677K
3
+$441K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$361K
5
VBND icon
Vident US Bond Strategy ETF
VBND
+$269K

Sector Composition

1 Energy 6.75%
2 Technology 4.24%
3 Financials 1.07%
4 Industrials 1.02%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.19%
9,471
27
$1.02M 0.19%
47,735
28
$905K 0.17%
34,123
-16,620
29
$893K 0.17%
+13,420
30
$822K 0.15%
10,224
31
$796K 0.15%
17,069
-3,747
32
$793K 0.15%
+2,359
33
$762K 0.14%
+1,837
34
$724K 0.14%
28,982
35
$718K 0.13%
30,892
+1,207
36
$703K 0.13%
27,808
37
$665K 0.12%
13,062
-5,274
38
$624K 0.12%
10,196
+5,219
39
$616K 0.12%
7,159
40
$580K 0.11%
3,480
+2,000
41
$545K 0.1%
3,797
-585
42
$542K 0.1%
1,308
43
$536K 0.1%
+7,656
44
$507K 0.09%
+3,500
45
$486K 0.09%
+3,455
46
$483K 0.09%
11,330
47
$481K 0.09%
+3,035
48
$463K 0.09%
+15,730
49
$445K 0.08%
7,560
50
$421K 0.08%
+4,510
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