IWP
Insight Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
-0.39%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+8.6%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
10.41%
Top 10 Holdings %
Top 10 Hldgs %
58.02%
Holding
72
New
12
Increased
20
Reduced
20
Closed
2
Top Buys
Top Sells
| 1 |
Invesco Total Return Bond ETF
GTO
|
$1.45M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.24M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$742K |
| 4 |
iShares Gold Trust
IAU
|
$716K |
| 5 |
iShares Fallen Angels USD Bond ETF
FALN
|
$555K |
Sector Composition
| 1 | Energy | 11.26% |
| 2 | Technology | 5.35% |
| 3 | Industrials | 1.11% |
| 4 | Healthcare | 0.98% |
| 5 | Consumer Discretionary | 0.97% |
