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
$164M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$5.97M
3
+$2.22M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.59M
5
IG icon
Principal Investment Grade Corporate Active ETF
IG
+$1.38M

Top Sells

1
+$21.3M
2
+$993K
3
+$790K
4
NVDA icon
NVIDIA
NVDA
+$533K
5
PHYS icon
Sprott Physical Gold
PHYS
+$215K

Sector Composition

1 Technology 8.63%
2 Consumer Discretionary 2.43%
3 Energy 2.22%
4 Industrials 1.27%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.38%
9,358
+67
27
$1.7M 0.33%
7,353
+352
28
$1.64M 0.32%
9,539
+3
29
$1.61M 0.32%
16,728
-122
30
$1.49M 0.29%
21,111
+215
31
$1.47M 0.29%
52,329
+803
32
$1.3M 0.26%
22,556
+7,615
33
$1.29M 0.26%
49,704
+20,900
34
$1.25M 0.25%
7,259
-11
35
$1.17M 0.23%
14,784
+1,097
36
$1.07M 0.21%
9,171
+1,363
37
$1.05M 0.21%
37,407
+4,872
38
$951K 0.19%
12,740
+1,091
39
$951K 0.19%
84,295
+1,451
40
$947K 0.19%
17,801
+1,118
41
$931K 0.18%
1,627
+604
42
$858K 0.17%
2,426
-232
43
$848K 0.17%
5,506
+2,718
44
$827K 0.16%
3,401
+588
45
$808K 0.16%
6,669
-114
46
$776K 0.15%
33,558
47
$769K 0.15%
+18,293
48
$761K 0.15%
3,854
+4
49
$760K 0.15%
7,700
+104
50
$742K 0.15%
1,831
+4
1
2
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