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
$127M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$501K
3
+$474K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$437K
5
HOMB icon
Home BancShares
HOMB
+$225K

Top Sells

1
+$638K
2
+$596K
3
+$533K
4
HD icon
Home Depot
HD
+$459K
5
ABT icon
Abbott
ABT
+$361K

Sector Composition

1 Energy 11.92%
2 Technology 3.29%
3 Industrials 0.85%
4 Real Estate 0.64%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$902K 0.68%
42,578
-5,157
27
$891K 0.67%
84,244
+1,787
28
$815K 0.61%
10,038
-186
29
$703K 0.53%
16,483
-2,636
30
$667K 0.5%
4,876
-1,262
31
$665K 0.5%
6,924
-235
32
$631K 0.47%
28,637
-2,255
33
$627K 0.47%
15,712
+639
34
$589K 0.44%
25,691
-2,117
35
$583K 0.44%
26,763
-2,219
36
$456K 0.34%
3,151
+1,375
37
$432K 0.32%
1,146
-1,692
38
$426K 0.32%
38,274
+60
39
$423K 0.32%
12,387
+517
40
$415K 0.31%
7,560
41
$381K 0.29%
4,754
42
$342K 0.26%
14,340
43
$328K 0.25%
16,068
+1,452
44
$322K 0.24%
6,759
45
$288K 0.22%
3,210
+447
46
$278K 0.21%
2,614
-666
47
$275K 0.21%
22,278
48
$255K 0.19%
16,820
-720
49
$250K 0.19%
5,017
-2,024
50
$249K 0.19%
11,184
-4,697
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