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
+$485K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.2M
3
+$2.18M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.78M
5
PHYS icon
Sprott Physical Gold
PHYS
+$698K

Top Sells

1
+$1.97M
2
+$1.62M
3
+$1.16M
4
IAU icon
iShares Gold Trust
IAU
+$609K
5
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$202K

Sector Composition

1 Energy 7.01%
2 Technology 2.48%
3 Industrials 0.64%
4 Real Estate 0.46%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$225K 0.12%
2,638
+5
52
$215K 0.12%
8,740
53
$78K 0.04%
999
+161
54
– –
0
55
– –
-7,415
1 2
3