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
$107M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.22M
3
+$2.58M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.93M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$867K

Top Sells

1
+$13.3M
2
+$4.92M
3
+$3.45M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$902K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$629K

Sector Composition

1 Energy 20.58%
2 Technology 3.89%
3 Industrials 1.31%
4 Real Estate 0.72%
5 Consumer Discretionary 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$785K 0.59%
16,483
27
$768K 0.57%
10,038
28
$699K 0.52%
6,924
29
$681K 0.51%
33,366
+14,820
30
$662K 0.5%
5,097
+226
31
$599K 0.45%
25,691
32
$592K 0.44%
26,763
33
$499K 0.37%
7,560
34
$494K 0.37%
14,287
+1,900
35
$446K 0.33%
38,377
-97
36
$382K 0.29%
1,000
-137
37
$375K 0.28%
4,754
38
$361K 0.27%
14,340
39
$338K 0.25%
6,759
40
$328K 0.25%
+10,737
41
$321K 0.24%
2,724
+4
42
$319K 0.24%
1,776
43
$308K 0.23%
3,796
-690
44
$306K 0.23%
15,179
-889
45
$252K 0.19%
11,664
46
$247K 0.18%
10,850
47
$247K 0.18%
5,489
-109,415
48
$243K 0.18%
16,630
-60
49
$242K 0.18%
4,720
50
$238K 0.18%
5,007
-4
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2
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