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IWP

Insight Wealth Partners Portfolio holdings

AUM $247M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$1.63M
3
+$1.55M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.1M
5
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$1.09M

Top Sells

1
+$2.71M
2
+$2.5M
3
+$342K
4
KBDC
Kayne Anderson BDC
KBDC
+$329K
5
TPL icon
Texas Pacific Land
TPL
+$220K

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 2.45%
3 Energy 1.61%
4 Industrials 1.15%
5 Financials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 1%
103,724
-1,486
27
$2.19M 0.97%
74,065
28
$2.17M 0.96%
8,008
+42
29
$1.96M 0.87%
22,017
+686
30
$1.84M 0.81%
61,152
+3,109
31
$1.77M 0.78%
17,799
+597
32
$1.53M 0.67%
15,780
+1,399
33
$1.5M 0.66%
4,210
-428
34
$1.49M 0.66%
25,861
+2,774
35
$1.36M 0.6%
9,536
36
$1.36M 0.6%
42,567
+1,359
37
$1.3M 0.58%
39,357
+19,959
38
$1.29M 0.57%
2,498
+34
39
$1.18M 0.52%
17,279
-7
40
$1.16M 0.51%
25,001
+4,862
41
$1.12M 0.49%
9,929
+570
42
$1.08M 0.48%
10,753
-100
43
$1.06M 0.47%
94,387
+2,874
44
$1.02M 0.45%
37,287
+1,403
45
$998K 0.44%
20,023
-471
46
$972K 0.43%
14,416
+2,703
47
$969K 0.43%
2,178
-61
48
$948K 0.42%
5,667
-9
49
$939K 0.41%
5,146
+1,917
50
$931K 0.41%
45,236
-593
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