IWP

Insight Wealth Partners Portfolio holdings

AUM $240M
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$1.21M
3
+$789K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$779K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$730K

Top Sells

1
+$691K
2
+$335K
3
+$298K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$226K
5
ABBV icon
AbbVie
ABBV
+$155K

Sector Composition

1 Energy 11.6%
2 Technology 6.55%
3 Consumer Discretionary 1.86%
4 Industrials 1.03%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.87%
5,937
+978
27
$1.29M 0.84%
19,524
+3,673
28
$1.27M 0.82%
47,974
+5,903
29
$1.22M 0.79%
15,721
+5,210
30
$1.08M 0.7%
3,108
-818
31
$940K 0.61%
7,586
+11
32
$910K 0.59%
9,086
-3,336
33
$902K 0.59%
84,794
-2,145
34
$867K 0.56%
2,061
+85
35
$865K 0.56%
7,442
+3
36
$851K 0.55%
6,420
+1,750
37
$833K 0.54%
16,683
38
$764K 0.5%
28,422
+9,276
39
$762K 0.49%
33,508
-935
40
$760K 0.49%
33,122
-934
41
$756K 0.49%
15,214
-4,555
42
$701K 0.46%
3,850
-900
43
$699K 0.45%
34,230
-1,029
44
$693K 0.45%
+9,547
45
$690K 0.45%
35,902
-1,424
46
$664K 0.43%
33,078
-1,357
47
$644K 0.42%
6,607
-7
48
$641K 0.42%
33,238
-1,412
49
$591K 0.38%
8,775
+3,160
50
$584K 0.38%
10,804
+2,176
1
2
3 4