IWP

Insight Wealth Partners Portfolio holdings

AUM $226M
1-Year Est. Return 9.54%
This Quarter Est. Return
1 Year Est. Return
+9.54%
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
26
$1.69M 0.28%
9,411
+551
27
$1.55M 0.26%
56,872
+5,029
28
$1.52M 0.25%
9,536
29
$1.46M 0.24%
20,865
-247
30
$1.45M 0.24%
16,621
-71
31
$1.44M 0.24%
7,670
+288
32
$1.22M 0.2%
22,208
-135
33
$1.2M 0.2%
7,180
-106
34
$1.16M 0.19%
4,029
+616
35
$1.09M 0.18%
9,204
+43
36
$1.06M 0.18%
17,161
-168
37
$1.05M 0.17%
10,454
+3,609
38
$1.05M 0.17%
41,803
-2,634
39
$1.02M 0.17%
90,763
+1,999
40
$978K 0.16%
19,664
+8,049
41
$909K 0.15%
13,327
+578
42
$892K 0.15%
43,855
+5,706
43
$880K 0.15%
45,151
+3,573
44
$876K 0.15%
44,711
+5,967
45
$852K 0.14%
30,478
-2,014
46
$845K 0.14%
2,250
-585
47
$816K 0.14%
6,159
-510
48
$812K 0.14%
+7,354
49
$804K 0.13%
34,896
50
$783K 0.13%
2,136
+279
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