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
$142M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.57M
3
+$5.03M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$3.69M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$2.73M

Top Sells

1
+$5.91M
2
+$1.29M
3
+$1.23M
4
QEP
QEP RESOURCES, INC.
QEP
+$450K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$393K

Sector Composition

1 Technology 2.76%
2 Industrials 0.91%
3 Energy 0.69%
4 Real Estate 0.53%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-12,159
52
– –
-3,137
53
– –
-6,156
54
– –
-1,371
55
– –
-7,415
56
– –
-10,006
57
– –
-24,390
58
– –
-188,434
1 2
3