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
$157M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$1.07M
3
+$463K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$449K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$275K

Top Sells

1
+$1.37M
2
+$853K
3
+$711K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$295K
5
AAL icon
American Airlines Group
AAL
+$222K

Sector Composition

1 Energy 9.06%
2 Technology 2.54%
3 Industrials 0.68%
4 Real Estate 0.48%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$216K 0.12%
8,740
52
$202K 0.11%
+7,415
53
$179K 0.1%
+12,142
54
$66K 0.04%
838
-133
55
– –
-9,288
56
– –
0
1 2
3