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
$240M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.48M
3
+$913K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$909K
5
RKLB icon
Rocket Lab Corp
RKLB
+$685K

Top Sells

1
+$806K
2
+$619K
3
+$571K
4
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$491K
5
ACN icon
Accenture
ACN
+$431K

Sector Composition

1 Technology 6.27%
2 Consumer Discretionary 2.52%
3 Industrials 1.73%
4 Energy 1.42%
5 Communication Services 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.48T
$976K 0.41%
2,170
-8
PULS icon
52
PGIM Ultra Short Bond ETF
PULS
$14.2B
$974K 0.41%
19,632
-391
PLTR icon
53
Palantir
PLTR
$367B
$928K 0.39%
5,223
+77
SPUU icon
54
Direxion Daily S&P 500 Bull 2X ETF
SPUU
$188M
$918K 0.38%
+4,986
CVNA icon
55
Carvana
CVNA
$41.8B
$914K 0.38%
2,165
+1,361
JPM icon
56
JPMorgan Chase
JPM
$763B
$907K 0.38%
2,814
+134
BSCS icon
57
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.39B
$907K 0.38%
44,013
-1,223
VBND icon
58
Vident US Bond Strategy ETF
VBND
$498M
$877K 0.37%
19,859
+8,999
IUSB icon
59
iShares Core Universal USD Bond ETF
IUSB
$35.6B
$871K 0.36%
18,706
+1,331
PCAR icon
60
PACCAR
PCAR
$61.4B
$854K 0.36%
7,799
+12
VRT icon
61
Vertiv
VRT
$102B
$851K 0.35%
5,254
+907
RKLB icon
62
Rocket Lab Corp
RKLB
$38.8B
$834K 0.35%
+11,949
TXN icon
63
Texas Instruments
TXN
$173B
$812K 0.34%
4,682
-257
SHV icon
64
iShares 0-1 Year Treasury Bond ETF
SHV
$20B
$803K 0.33%
7,286
-877
GDX icon
65
VanEck Gold Miners ETF
GDX
$31.4B
$787K 0.33%
9,175
+4,888
XLV icon
66
State Street Health Care Select Sector SPDR ETF
XLV
$39.9B
$779K 0.32%
5,032
-90
IFRA icon
67
iShares US Infrastructure ETF
IFRA
$3.69B
$774K 0.32%
14,700
-429
ZALT icon
68
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$683M
$754K 0.31%
23,136
-5,854
META icon
69
Meta Platforms (Facebook)
META
$1.61T
$717K 0.3%
1,086
-57
BROS icon
70
Dutch Bros
BROS
$6.12B
$714K 0.3%
+11,657
ABBV icon
71
AbbVie
ABBV
$398B
$620K 0.26%
2,713
-493
F icon
72
Ford
F
$48B
$617K 0.26%
47,016
-300
BSCR icon
73
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$583K 0.24%
29,535
-15,240
BSCT icon
74
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.81B
$539K 0.22%
28,607
-819
BALT icon
75
Innovator Defined Wealth Shield ETF
BALT
$2.16B
$484K 0.2%
14,433
-10,229
1 2
3
4 5