IWP
Insight Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
+0.47%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+0.23%)
Cap. Flow
+$1.95M
Cap. Flow
% of AUM
1.27%
Top 10 Holdings %
Top 10 Hldgs %
56.13%
Holding
93
New
6
Increased
48
Reduced
24
Closed
3
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$9.05M |
| 2 |
NVIDIA
NVDA
|
$3.84M |
| 3 |
SILA
Sila Realty Trust, Inc.
SILA
|
$993K |
| 4 |
Eli Lilly
LLY
|
$476K |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
$280K |
Top Sells
| 1 |
Texas Pacific Land
TPL
|
$14.2M |
| 2 |
Sprott Physical Gold
PHYS
|
$388K |
| 3 |
Home BancShares
HOMB
|
$277K |
| 4 |
iShares National Muni Bond ETF
MUB
|
$259K |
| 5 |
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
|
$241K |
Sector Composition
| 1 | Technology | 8.01% |
| 2 | Energy | 2.39% |
| 3 | Consumer Discretionary | 2.38% |
| 4 | Industrials | 1.1% |
| 5 | Healthcare | 1.08% |
