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
$119M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$259K
3
+$221K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$199K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$175K

Top Sells

1
+$1.13M
2
+$931K
3
+$503K
4
BSMU icon
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
+$394K
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$353K

Sector Composition

1 Energy 15.18%
2 Technology 5.17%
3 Consumer Discretionary 0.98%
4 Industrials 0.98%
5 Healthcare 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$892K 0.17%
7,585
+3
27
$889K 0.17%
88,129
+1,401
28
$886K 0.17%
16,483
29
$870K 0.17%
40,985
-3,929
30
$818K 0.16%
36,400
-22,375
31
$815K 0.16%
20,805
+5,638
32
$811K 0.16%
36,055
-5,269
33
$747K 0.14%
9,936
-1,395
34
$739K 0.14%
16,980
+120
35
$737K 0.14%
36,631
-13,776
36
$727K 0.14%
38,726
-51
37
$719K 0.14%
38,403
-51
38
$713K 0.14%
36,805
-147
39
$708K 0.14%
4,750
-412
40
$685K 0.13%
8,793
+2,160
41
$647K 0.13%
5,086
+887
42
$643K 0.12%
7,563
-38
43
$604K 0.12%
25,691
44
$519K 0.1%
7,207
45
$518K 0.1%
41,718
+482
46
$508K 0.1%
8,773
+3,432
47
$500K 0.1%
9,436
48
$495K 0.1%
1,158
+4
49
$417K 0.08%
2,643
+1,110
50
$400K 0.08%
1,267
+124
1
2
3