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
+$348K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$993K
3
+$476K
4
NVDA icon
NVIDIA
NVDA
+$447K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$280K

Top Sells

1
+$14.2M
2
+$388K
3
+$277K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$259K
5
BSJQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.23%
20,896
+1,372
27
$1.34M 0.23%
51,526
+3,552
28
$1.17M 0.2%
7,270
+850
29
$1.06M 0.18%
13,687
-2,034
30
$1.01M 0.17%
2,258
+197
31
$993K 0.17%
+46,917
32
$899K 0.16%
7,808
+366
33
$869K 0.15%
82,844
-1,950
34
$843K 0.15%
32,535
+4,113
35
$814K 0.14%
14,941
+5,142
36
$806K 0.14%
2,658
-450
37
$796K 0.14%
11,649
+2,874
38
$793K 0.14%
16,683
39
$790K 0.14%
10,969
+1,422
40
$782K 0.14%
7,596
+10
41
$769K 0.13%
33,558
+436
42
$734K 0.13%
810
+525
43
$726K 0.13%
28,804
+8,088
44
$711K 0.12%
34,767
+537
45
$701K 0.12%
36,549
+647
46
$699K 0.12%
6,984
-2,102
47
$681K 0.12%
6,783
+176
48
$660K 0.11%
3,850
49
$660K 0.11%
29,049
-4,459
50
$655K 0.11%
32,833
-245
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