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
$102M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$364K
2
+$343K
3
+$310K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$279K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$272K

Top Sells

1
+$18.1M
2
+$2.12M
3
+$1.1M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$733K
5
IG icon
Principal Investment Grade Corporate Active ETF
IG
+$631K

Sector Composition

1 Energy 16.78%
2 Technology 3.94%
3 Industrials 0.97%
4 Consumer Discretionary 0.71%
5 Real Estate 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$773K 0.73%
78,943
-5,301
27
$686K 0.65%
10,038
28
$673K 0.64%
4,871
-5
29
$659K 0.62%
16,483
30
$629K 0.59%
28,637
31
$586K 0.55%
25,691
32
$581K 0.55%
15,398
-314
33
$579K 0.55%
26,763
34
$567K 0.54%
6,924
35
$431K 0.41%
38,474
+200
36
$422K 0.4%
7,560
37
$406K 0.38%
1,137
-9
38
$397K 0.37%
12,387
39
$380K 0.36%
18,546
-30,779
40
$364K 0.34%
+4,486
41
$334K 0.32%
4,754
42
$320K 0.3%
16,068
43
$318K 0.3%
14,340
44
$301K 0.28%
6,759
45
$294K 0.28%
2,604
-10
46
$278K 0.26%
2,720
-490
47
$265K 0.25%
22,278
48
$255K 0.24%
1,776
-1,375
49
$245K 0.23%
+2,228
50
$244K 0.23%
10,850
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