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
$120M
AUM Growth
+$9.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$1.96M
3
+$1.95M
4
TACK icon
Fairlead Tactical Sector ETF
TACK
+$940K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$735K

Top Sells

1
+$1.45M
2
+$1.24M
3
+$742K
4
IAU icon
iShares Gold Trust
IAU
+$716K
5
FALN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.24%
50,407
+35,228
27
$951K 0.22%
44,914
28
$940K 0.22%
+39,549
29
$932K 0.22%
41,324
+31,972
30
$931K 0.22%
45,252
31
$885K 0.21%
43,028
+2,361
32
$884K 0.2%
86,728
+8,487
33
$857K 0.2%
11,331
-4,899
34
$853K 0.2%
16,483
35
$813K 0.19%
7,582
+3
36
$735K 0.17%
+38,777
37
$732K 0.17%
+38,454
38
$730K 0.17%
+36,952
39
$713K 0.17%
16,860
+380
40
$706K 0.16%
7,207
41
$695K 0.16%
5,162
-600
42
$636K 0.15%
7,601
+31
43
$624K 0.14%
9,436
44
$624K 0.14%
41,236
+455
45
$616K 0.14%
15,167
+400
46
$604K 0.14%
25,691
47
$547K 0.13%
4,199
+635
48
$515K 0.12%
6,633
+3,438
49
$512K 0.12%
1,154
-171
50
$489K 0.11%
4,488
-798
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