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
$110M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$6.18M
2 +$3.35M
3 +$2.89M
4
IAU icon
iShares Gold Trust
IAU
+$2.11M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.23M

Sector Composition

1 Energy 5.63%
2 Technology 4.09%
3 Industrials 0.89%
4 Real Estate 0.7%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$23K 0.01%
+10,006
52
-522
53
-180
54
-33,112
55
-33,033