IWP
Insight Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
+5.23%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(+23%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
14.06%
Top 10 Holdings %
Top 10 Hldgs %
65.85%
Holding
56
New
7
Increased
25
Reduced
10
Closed
4
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$6.18M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$3.35M |
| 3 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$2.89M |
| 4 |
iShares Gold Trust
IAU
|
$2.11M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.23M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Transocean
RIG
$2.86B
| $23K | 0.01% |
+10,006
| New | +$23K |
|
52
Chevron
CVX
$324B
| – | – |
-522
| Closed | -$38K |
|
53
Schlumberger
SLB
$55B
| – | – |
-180
| Closed | -$3K |
|
|
BSJK
54
DELISTED
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
| – | – |
-33,112
| Closed | -$773K |
|
|
BSCK
55
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
| – | – |
-33,033
| Closed | -$701K |
|