IWP
Insight Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
+0.01%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(+3.6%)
Cap. Flow
+$6M
Cap. Flow
% of AUM
5.41%
Top 10 Holdings %
Top 10 Hldgs %
63.54%
Holding
62
New
4
Increased
27
Reduced
12
Closed
2
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$2.4M |
| 2 |
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
|
$2.32M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.87M |
| 4 |
AbbVie
ABBV
|
$918K |
| 5 |
Abbott
ABT
|
$535K |
Top Sells
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$2.72M |
| 2 |
Pfizer
PFE
|
$242K |
| 3 |
Deere & Co
DE
|
$201K |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$110K |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$89K |
Sector Composition
| 1 | Energy | 15.1% |
| 2 | Technology | 4.87% |
| 3 | Healthcare | 1.31% |
| 4 | Industrials | 1.14% |
| 5 | Consumer Discretionary | 0.8% |
