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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
$247M
AUM Growth
+$7.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.86M
3
+$993K
4
ZJAN
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
+$955K
5
SNDK
Sandisk
SNDK
+$904K

Top Sells

1
+$3.58M
2
+$914K
3
+$834K
4
BROS icon
Dutch Bros
BROS
+$714K
5
PHYS icon
Sprott Physical Gold
PHYS
+$699K

Sector Composition

1 Technology 6.07%
2 Energy 2.22%
3 Consumer Discretionary 1.99%
4 Industrials 1.44%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
51
Alphabet (Google) Class A
GOOGL
$4.36T
$1,000K 0.4%
3,476
-81
OPER icon
52
ClearShares Ultra-Short Maturity ETF
OPER
$118M
$999K 0.4%
9,986
PULS icon
53
PGIM Ultra Short Bond ETF
PULS
$16.4B
$972K 0.39%
19,632
AAXJ icon
54
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.89B
$955K 0.39%
+9,914
ZJAN
55
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$114M
$950K 0.38%
+34,836
TSLA icon
56
Tesla
TSLA
$1.5T
$942K 0.38%
2,535
+365
IUSB icon
57
iShares Core Universal USD Bond ETF
IUSB
$41.7B
$934K 0.38%
20,212
+1,506
AA icon
58
Alcoa
AA
$18.2B
$927K 0.37%
+13,981
WEA
59
Western Asset Premier Bond Fund
WEA
$125M
$916K 0.37%
86,574
-8,274
GDX icon
60
VanEck Gold Miners ETF
GDX
$23.6B
$900K 0.36%
9,809
+634
VBND icon
61
Vident US Bond Strategy ETF
VBND
$511M
$885K 0.36%
20,400
+541
BSCS icon
62
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.49B
$884K 0.36%
43,264
-749
PCAR icon
63
PACCAR
PCAR
$61.9B
$874K 0.35%
7,564
-235
IFRA icon
64
iShares US Infrastructure ETF
IFRA
$4.17B
$871K 0.35%
15,231
+531
MSFT icon
65
Microsoft
MSFT
$2.9T
$861K 0.35%
2,327
-32
JPM icon
66
JPMorgan Chase
JPM
$840B
$851K 0.34%
2,894
+80
TOPT
67
iShares Top 20 U.S. Stocks ETF
TOPT
$638M
$786K 0.32%
27,469
-5,720
SPUU icon
68
Direxion Daily S&P 500 Bull 2X ETF
SPUU
$238M
$784K 0.32%
4,740
-246
XLV icon
69
State Street Health Care Select Sector SPDR ETF
XLV
$39.3B
$732K 0.3%
4,996
-36
PLTR icon
70
Palantir
PLTR
$314B
$710K 0.29%
4,855
-368
TJX icon
71
TJX Companies
TJX
$186B
$710K 0.29%
+4,443
IVV icon
72
iShares Core S&P 500 ETF
IVV
$833B
$705K 0.29%
1,080
+386
META icon
73
Meta Platforms (Facebook)
META
$1.44T
$623K 0.25%
1,089
+3
PJAN icon
74
Innovator US Equity Power Buffer ETF January
PJAN
$1.49B
$594K 0.24%
+12,866
BSCR icon
75
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.61B
$585K 0.24%
29,789
+254
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3
4 5