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
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$14.2M
3
+$4.05M
4
IG icon
Principal Investment Grade Corporate Active ETF
IG
+$1.2M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$675K

Top Sells

1
+$18.4M
2
+$11.6M
3
+$9.34M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.9M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.9M

Sector Composition

1 Energy 9.66%
2 Technology 4.61%
3 Consumer Discretionary 1.3%
4 Industrials 0.96%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.59%
50,124
27
$1.01M 0.56%
47,735
28
$999K 0.55%
15,073
+1,039
29
$989K 0.55%
82,457
+11,021
30
$842K 0.47%
10,200
+4
31
$810K 0.45%
10,224
32
$709K 0.39%
7,159
33
$708K 0.39%
30,892
34
$690K 0.38%
28,982
35
$682K 0.38%
27,808
36
$646K 0.36%
+38,214
37
$596K 0.33%
9,470
-3,950
38
$535K 0.3%
3,280
-200
39
$533K 0.3%
1,730
-629
40
$486K 0.27%
11,870
+540
41
$479K 0.27%
17,540
+1,810
42
$459K 0.25%
1,532
-305
43
$444K 0.25%
7,560
44
$441K 0.24%
1,308
45
$420K 0.23%
15,881
-18,242
46
$377K 0.21%
14,340
47
$367K 0.2%
7,041
-119
48
$361K 0.2%
3,046
-409
49
$361K 0.2%
6,759
50
$360K 0.2%
4,754
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