IWP
Insight Wealth Partners Portfolio holdings
AUM $166M
This Quarter Return
+0.17%
1 Year Return
+2.01%
3 Year Return
+3.89%
5 Year Return
+15.98%
10 Year Return
–
AUM
$166M
AUM Growth
+$8.33M (+5%)
Cap. Flow
+$8.55M
Cap. Flow % of AUM
5.14%
Top 10 Holdings %Top 10 Hldgs %
45.72%
Holding
111
New
17
Increased
38
Reduced
35
Closed
3
Top Buys
| 1 | $944K | |
| 2 | $812K | |
| 3 | $749K | |
| 4 | $701K | |
| 5 | $480K |
Top Sells
| 1 | $583K | |
| 2 | $452K | |
| 3 | $381K | |
| 4 | $235K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $769K | 0.13% | 17,763 -318 | -2% | -$13.8K | |||
| $760K | 0.13% | 2,434 -5 | -0.2% | -$1.56K | |||
| $750K | 0.12% | 7,700 | – | – | |||
| $736K | 0.12% | 3,515 -344 | -9% | -$72.1K | |||
| $716K | 0.12% | 34,612 -294 | -0.8% | -$6.08K | |||
| $710K | 0.12% | 4,862 -264 | -5% | -$38.5K | |||
| $701K | 0.12% | +13,474 | New | +$701K | |||
| $633K | 0.11% | 1,131 +99 | +10% | +$55.4K | |||
| $622K | 0.1% | 1,079 -62 | -5% | -$35.7K | |||
| $612K | 0.1% | 10,803 -264 | -2% | -$15K | |||
| $579K | 0.1% | 12,573 +136 | +1% | +$6.27K | |||
| $541K | 0.09% | 3,233 +847 | +36% | +$142K | |||
| $534K | 0.09% | 2,061 +601 | +41% | +$156K | |||
| $531K | 0.09% | 6,999 | – | – | |||
| $502K | 0.08% | 1,982 -100 | -5% | -$25.4K | |||
| $501K | 0.08% | 11,121 +708 | +7% | +$31.9K | |||
| $494K | 0.08% | 11,300 -480 | -4% | -$21K | |||
| $492K | 0.08% | 2,008 -97 | -5% | -$23.8K | |||
| $480K | 0.08% | +25,929 | New | +$480K | |||
| $473K | 0.08% | +15,381 | New | +$473K | |||
| $463K | 0.08% | 46,113 +1,342 | +3% | +$13.5K | |||
| $458K | 0.08% | 4,884 -26 | -0.5% | -$2.44K | |||
| $438K | 0.07% | +13,369 | New | +$438K | |||
| $425K | 0.07% | +5,787 | New | +$425K | |||
| $390K | 0.06% | 694 | – | – |
