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
$154M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$1.21M
3
+$791K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$783K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$732K

Top Sells

1
+$687K
2
+$334K
3
+$284K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$226K
5
ABBV icon
AbbVie
ABBV
+$164K

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 0.23%
5,937
+978
27
$1.29M 0.22%
19,524
+3,673
28
$1.27M 0.22%
47,974
+5,903
29
$1.22M 0.21%
15,721
+5,210
30
$1.08M 0.19%
3,108
-818
31
$940K 0.16%
7,586
+11
32
$910K 0.16%
9,086
-3,336
33
$902K 0.16%
84,794
-2,145
34
$867K 0.15%
2,061
+85
35
$865K 0.15%
7,442
+3
36
$851K 0.15%
6,420
+1,750
37
$833K 0.14%
16,683
38
$764K 0.13%
28,422
+9,276
39
$762K 0.13%
33,508
-935
40
$760K 0.13%
33,122
-934
41
$756K 0.13%
15,214
-4,555
42
$701K 0.12%
3,850
-900
43
$699K 0.12%
34,230
-1,029
44
$693K 0.12%
+9,547
45
$690K 0.12%
35,902
-1,424
46
$664K 0.11%
33,078
-1,357
47
$644K 0.11%
6,607
-7
48
$641K 0.11%
33,238
-1,412
49
$591K 0.1%
8,775
+3,160
50
$584K 0.1%
10,804
+2,176
1
2
3 4