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
$132M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$593K
3
+$445K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$442K
5
AMZN icon
Amazon
AMZN
+$413K

Top Sells

1
+$870K
2
+$632K
3
+$624K
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$604K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$303K

Sector Composition

1 Energy 12.02%
2 Technology 6.09%
3 Consumer Discretionary 1.56%
4 Healthcare 1.01%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.21%
7,804
+2,718
27
$1.15M 0.2%
12,801
+4,008
28
$1.04M 0.18%
42,071
-70
29
$991K 0.17%
15,851
+7,078
30
$976K 0.17%
19,769
-12,788
31
$952K 0.17%
4,959
+2,316
32
$939K 0.16%
86,939
-1,190
33
$843K 0.15%
16,683
+200
34
$813K 0.14%
10,511
+575
35
$782K 0.14%
34,443
-1,957
36
$774K 0.13%
34,056
-1,999
37
$744K 0.13%
7,439
-146
38
$743K 0.13%
1,976
+709
39
$740K 0.13%
7,575
+12
40
$736K 0.13%
4,750
41
$721K 0.13%
35,259
-1,372
42
$720K 0.12%
37,326
-1,400
43
$698K 0.12%
34,435
-2,370
44
$674K 0.12%
34,650
-3,753
45
$557K 0.1%
6,614
-593
46
$552K 0.1%
8,512
-924
47
$541K 0.09%
1,139
-19
48
$521K 0.09%
4,670
+2,070
49
$515K 0.09%
42,229
+511
50
$486K 0.08%
19,146
+4,806
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