IWP

Insight Wealth Partners Portfolio holdings

AUM $226M
1-Year Est. Return 9.54%
This Quarter Est. Return
1 Year Est. Return
+9.54%
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
+$23.5M
2
+$1.65M
3
+$1.56M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.11M
5
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$1.1M

Top Sells

1
+$3.01M
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
SPY icon
51
SPDR S&P 500 ETF Trust
SPY
$700B
$925K 0.28%
1,389
+59
ZALT icon
52
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$610M
$924K 0.28%
28,990
+17,935
BSCQ icon
53
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.28B
$920K 0.28%
47,054
-102
TXN icon
54
Texas Instruments
TXN
$163B
$907K 0.28%
4,939
-1
SHV icon
55
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
$20.3B
$902K 0.27%
8,163
+611
BSCR icon
56
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.35B
$883K 0.27%
44,775
-1,937
JPM icon
57
JPMorgan Chase
JPM
$867B
$845K 0.26%
2,680
+324
META icon
58
Meta Platforms (Facebook)
META
$1.62T
$839K 0.26%
1,143
+10
IUSB icon
59
iShares Core Universal USD Bond ETF
IUSB
$33.7B
$812K 0.25%
17,375
+4,772
BALT icon
60
Innovator Defined Wealth Shield ETF
BALT
$2.21B
$809K 0.25%
24,662
+5,455
HD icon
61
Home Depot
HD
$358B
$806K 0.25%
1,990
-45
IFRA icon
62
iShares US Infrastructure ETF
IFRA
$3.18B
$799K 0.24%
15,129
+2,602
PCAR icon
63
PACCAR
PCAR
$58.6B
$766K 0.23%
7,787
+11
ABBV icon
64
AbbVie
ABBV
$395B
$742K 0.23%
3,206
-5
XLV icon
65
State Street Health Care Select Sector SPDR ETF
XLV
$40.3B
$713K 0.22%
5,122
+297
VRT icon
66
Vertiv
VRT
$61.7B
$656K 0.2%
4,347
+46
NDAQ icon
67
Nasdaq
NDAQ
$53.4B
$619K 0.19%
6,999
BSJQ icon
68
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.17B
$580K 0.18%
24,797
+211
F icon
69
Ford
F
$54.8B
$566K 0.17%
47,316
+567
BSCT icon
70
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.48B
$554K 0.17%
29,426
+1,326
ECL icon
71
Ecolab
ECL
$74.7B
$490K 0.15%
1,789
-93
VBND icon
72
Vident US Bond Strategy ETF
VBND
$484M
$481K 0.15%
10,860
-396
IVV icon
73
iShares Core S&P 500 ETF
IVV
$732B
$464K 0.14%
694
ACN icon
74
Accenture
ACN
$168B
$431K 0.13%
1,746
-704
EVR icon
75
Evercore
EVR
$13B
$423K 0.13%
1,254
+31
1 2
3
4 5