IWP

Insight Wealth Partners Portfolio holdings

AUM $240M
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
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
+$18.8M
2
+$14.6M
3
+$4.18M
4
IG icon
Principal Investment Grade Corporate Active ETF
IG
+$1.24M
5
F icon
Ford
F
+$727K

Top Sells

1
+$19M
2
+$11.9M
3
+$9.43M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.9M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.03M

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 0.75%
50,124
27
$1.01M 0.72%
47,735
28
$999K 0.7%
15,073
+1,039
29
$989K 0.7%
82,457
+11,021
30
$842K 0.59%
10,200
+4
31
$810K 0.57%
10,224
32
$709K 0.5%
7,159
33
$708K 0.5%
30,892
34
$690K 0.49%
28,982
35
$682K 0.48%
27,808
36
$646K 0.46%
+38,214
37
$596K 0.42%
9,470
-3,950
38
$535K 0.38%
3,280
-200
39
$533K 0.38%
1,730
-629
40
$486K 0.34%
11,870
+540
41
$479K 0.34%
17,540
+1,810
42
$459K 0.32%
1,532
-305
43
$444K 0.31%
7,560
44
$441K 0.31%
1,308
45
$420K 0.3%
15,881
-18,242
46
$377K 0.27%
14,340
47
$367K 0.26%
7,041
-119
48
$361K 0.25%
3,046
-409
49
$361K 0.25%
6,759
50
$360K 0.25%
4,754
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