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
$166M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$944K
2
+$812K
3
+$749K
4
UMI icon
USCF Midstream Energy Income Fund
UMI
+$701K
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$480K

Top Sells

1
+$583K
2
+$452K
3
+$381K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$235K
5
NVDA icon
NVIDIA
NVDA
+$226K

Sector Composition

1 Technology 6.9%
2 Consumer Discretionary 2.43%
3 Energy 2.38%
4 Industrials 1.22%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXN icon
26
Texas Instruments
TXN
$154B
$1.69M 0.28%
9,411
+551
TACK icon
27
Fairlead Tactical Sector ETF
TACK
$281M
$1.55M 0.26%
56,872
+5,029
FANG icon
28
Diamondback Energy
FANG
$41.8B
$1.52M 0.25%
9,536
AVDV icon
29
Avantis International Small Cap Value ETF
AVDV
$12.7B
$1.46M 0.24%
20,865
-247
AVUV icon
30
Avantis US Small Cap Value ETF
AVUV
$18.5B
$1.45M 0.24%
16,621
-71
SOXX icon
31
iShares Semiconductor ETF
SOXX
$16.6B
$1.44M 0.24%
7,670
+288
COWZ icon
32
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
$1.22M 0.2%
22,208
-135
AVGO icon
33
Broadcom
AVGO
$1.71T
$1.2M 0.2%
7,180
-106
GLD icon
34
SPDR Gold Trust
GLD
$127B
$1.16M 0.19%
4,029
+616
XOM icon
35
Exxon Mobil
XOM
$494B
$1.09M 0.18%
9,204
+43
CSCO icon
36
Cisco
CSCO
$282B
$1.06M 0.18%
17,161
-168
OPER icon
37
ClearShares Ultra-Short Maturity ETF
OPER
$120M
$1.05M 0.17%
10,454
+3,609
SCHG icon
38
Schwab US Large-Cap Growth ETF
SCHG
$53.9B
$1.05M 0.17%
41,803
-2,634
WEA
39
Western Asset Premier Bond Fund
WEA
$133M
$1.02M 0.17%
90,763
+1,999
PULS icon
40
PGIM Ultra Short Bond ETF
PULS
$12.6B
$978K 0.16%
19,664
+8,049
AIRR icon
41
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.72B
$909K 0.15%
13,327
+578
BSCS icon
42
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
$892K 0.15%
43,855
+5,706
BSCQ icon
43
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$880K 0.15%
45,151
+3,573
BSCR icon
44
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.09B
$876K 0.15%
44,711
+5,967
SCHD icon
45
Schwab US Dividend Equity ETF
SCHD
$70.9B
$852K 0.14%
30,478
-2,014
MSFT icon
46
Microsoft
MSFT
$3.95T
$845K 0.14%
2,250
-585
RTX icon
47
RTX Corp
RTX
$240B
$816K 0.14%
6,159
-510
SHV icon
48
iShares Short Treasury Bond ETF
SHV
$20.7B
$812K 0.14%
+7,354
BSJP icon
49
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$675M
$804K 0.13%
34,896
HD icon
50
Home Depot
HD
$383B
$783K 0.13%
2,136
+279
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