IWP

Insight Wealth Partners Portfolio holdings

AUM $180M
1-Year Est. Return 6.68%
This Quarter Est. Return
1 Year Est. Return
+6.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$7.2M
3
+$1.46M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$354K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$348K

Top Sells

1
+$12.8M
2
+$4.39M
3
+$1.6M
4
TXN icon
Texas Instruments
TXN
+$928K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$804K

Sector Composition

1 Technology 7.87%
2 Consumer Discretionary 2.57%
3 Energy 1.89%
4 Industrials 1.32%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
51
SPDR S&P 500 ETF Trust
SPY
$680B
$822K 0.32%
1,330
+199
HD icon
52
Home Depot
HD
$383B
$746K 0.29%
2,035
-101
PCAR icon
53
PACCAR
PCAR
$53.1B
$739K 0.29%
7,776
+76
ACN icon
54
Accenture
ACN
$156B
$732K 0.28%
2,450
+16
AVIV icon
55
Avantis International Large Cap Value ETF
AVIV
$892M
$729K 0.28%
11,713
+910
TSLA icon
56
Tesla
TSLA
$1.5T
$711K 0.28%
2,239
+178
JPM icon
57
JPMorgan Chase
JPM
$828B
$683K 0.27%
2,356
+348
XLV icon
58
Health Care Select Sector SPDR Fund
XLV
$36.1B
$650K 0.25%
4,825
-37
NDAQ icon
59
Nasdaq
NDAQ
$50.7B
$626K 0.24%
6,999
TBG icon
60
TBG Dividend Focus ETF
TBG
$178M
$624K 0.24%
19,398
+6,029
IFRA icon
61
iShares US Infrastructure ETF
IFRA
$3.14B
$616K 0.24%
12,527
+1,406
BALT icon
62
Innovator Defined Wealth Shield ETF
BALT
$1.7B
$616K 0.24%
19,207
+6,835
ABBV icon
63
AbbVie
ABBV
$403B
$596K 0.23%
3,211
-304
IUSB icon
64
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
$583K 0.23%
12,603
+30
BSJQ icon
65
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
$574K 0.22%
24,586
-547,119
VRT icon
66
Vertiv
VRT
$73.8B
$552K 0.21%
4,301
+1,180
BSCT icon
67
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.31B
$525K 0.2%
28,100
+2,171
F icon
68
Ford
F
$52.8B
$507K 0.2%
46,749
+636
ECL icon
69
Ecolab
ECL
$79.3B
$507K 0.2%
1,882
-100
VBND icon
70
Vident US Bond Strategy ETF
VBND
$477M
$491K 0.19%
11,256
-44
PLTR icon
71
Palantir
PLTR
$449B
$440K 0.17%
3,229
+643
CL icon
72
Colgate-Palmolive
CL
$62.9B
$433K 0.17%
4,768
-116
IVV icon
73
iShares Core S&P 500 ETF
IVV
$680B
$431K 0.17%
694
AGG icon
74
iShares Core US Aggregate Bond ETF
AGG
$133B
$418K 0.16%
4,215
+1,347
CVX icon
75
Chevron
CVX
$313B
$399K 0.16%
2,788
-445
1 2
3
4 5