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
$111M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.32M
3
+$1.87M
4
ABBV icon
AbbVie
ABBV
+$918K
5
ABT icon
Abbott
ABT
+$535K

Top Sells

1
+$2.72M
2
+$242K
3
+$201K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$110K
5
BOND icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$917K 0.21%
5,559
+462
27
$862K 0.19%
16,483
28
$854K 0.19%
40,667
+7,301
29
$831K 0.19%
7,579
+3
30
$798K 0.18%
78,241
+2,739
31
$716K 0.16%
9,436
-602
32
$706K 0.16%
7,207
+283
33
$605K 0.14%
25,691
34
$601K 0.13%
26,763
35
$554K 0.12%
7,570
+10
36
$549K 0.12%
14,767
+480
37
$542K 0.12%
1,325
+325
38
$535K 0.12%
+5,286
39
$514K 0.12%
40,781
+2,404
40
$458K 0.1%
16,480
-150
41
$368K 0.08%
3,564
+1,060
42
$357K 0.08%
4,754
43
$350K 0.08%
14,340
44
$338K 0.08%
6,759
45
$335K 0.08%
10,737
46
$308K 0.07%
15,179
47
$290K 0.07%
1,776
48
$274K 0.06%
5,940
+451
49
$272K 0.06%
2,746
+22
50
$252K 0.06%
+875
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