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
$181M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.72M
3
+$1.58M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.33M

Top Sells

1
+$972K
2
+$677K
3
+$441K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$361K
5
VBND icon
Vident US Bond Strategy ETF
VBND
+$269K

Sector Composition

1 Energy 6.75%
2 Technology 4.24%
3 Financials 1.07%
4 Industrials 1.02%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$408K 0.08%
+719
52
$406K 0.08%
+4,754
53
$390K 0.07%
7,160
+266
54
$386K 0.07%
14,340
55
$376K 0.07%
6,759
56
$375K 0.07%
+410
57
$340K 0.06%
+5,455
58
$334K 0.06%
22,278
59
$316K 0.06%
+11,588
60
$309K 0.06%
3,642
+1,004
61
$308K 0.06%
+4,454
62
$305K 0.06%
13,930
+3,630
63
$305K 0.06%
1,950
64
$289K 0.05%
5,438
65
$288K 0.05%
+1,641
66
$283K 0.05%
+1,322
67
$279K 0.05%
+4,720
68
$269K 0.05%
+1,609
69
$252K 0.05%
+2,481
70
$239K 0.04%
+7,452
71
$235K 0.04%
+1,173
72
$234K 0.04%
+2,829
73
$223K 0.04%
+4,436
74
$221K 0.04%
+482
75
$215K 0.04%
8,740
1 2
3
4