IWP
Insight Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
+0.58%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+15%)
Cap. Flow
+$22.6M
Cap. Flow
% of AUM
12.5%
Top 10 Holdings %
Top 10 Hldgs %
66.54%
Holding
83
New
28
Increased
26
Reduced
5
Closed
2
Top Buys
| 1 |
Invesco Total Return Bond ETF
GTO
|
$2.8M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.72M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.58M |
| 4 |
Fidelity Total Bond ETF
FBND
|
$1.4M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.33M |
Top Sells
Sector Composition
| 1 | Energy | 6.75% |
| 2 | Technology | 4.24% |
| 3 | Financials | 1.07% |
| 4 | Industrials | 1.02% |
| 5 | Consumer Discretionary | 1.01% |
