IWP

Insight Wealth Partners Portfolio holdings

AUM $240M
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$7.18M
3
+$1.42M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$350K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$344K

Top Sells

1
+$12.7M
2
+$4.36M
3
+$1.57M
4
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$804K
5
TXN icon
Texas Instruments
TXN
+$794K

Sector Composition

1 Technology 7.87%
2 Consumer Discretionary 2.57%
3 Energy 1.89%
4 Industrials 1.32%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 1.05%
7,966
+296
27
$1.88M 1.04%
74,065
-9,964
28
$1.69M 0.94%
21,331
+466
29
$1.64M 0.91%
58,043
+1,171
30
$1.57M 0.87%
17,202
+581
31
$1.41M 0.78%
4,638
+609
32
$1.31M 0.73%
9,536
33
$1.27M 0.71%
23,087
+879
34
$1.23M 0.68%
2,464
+214
35
$1.2M 0.67%
41,208
-595
36
$1.2M 0.67%
17,286
+125
37
$1.17M 0.65%
14,381
+1,054
38
$1.09M 0.6%
10,853
+399
39
$1.03M 0.57%
4,940
-4,471
40
$1.02M 0.57%
20,494
+830
41
$1.01M 0.56%
9,359
+155
42
$993K 0.55%
91,513
+750
43
$951K 0.53%
35,884
+5,406
44
$939K 0.52%
45,829
+1,974
45
$920K 0.51%
47,156
+2,005
46
$918K 0.51%
46,712
+2,001
47
$881K 0.49%
20,139
+2,376
48
$836K 0.46%
1,133
+54
49
$834K 0.46%
7,552
+198
50
$829K 0.46%
5,676
-483
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