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
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$14.2M
3
+$4.05M
4
IG icon
Principal Investment Grade Corporate Active ETF
IG
+$1.2M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$675K

Top Sells

1
+$18.4M
2
+$11.6M
3
+$9.34M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.9M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.9M

Sector Composition

1 Energy 9.66%
2 Technology 4.61%
3 Consumer Discretionary 1.3%
4 Industrials 0.96%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$356K 0.2%
2,560
-940
52
$341K 0.19%
6,883
+1,445
53
$341K 0.19%
2,504
-531
54
$337K 0.19%
4,611
-844
55
$306K 0.17%
14,616
+686
56
$303K 0.17%
526
-193
57
$302K 0.17%
22,278
58
$296K 0.16%
3,726
+84
59
$296K 0.16%
4,977
-2,679
60
$289K 0.16%
1,776
-18
61
$277K 0.15%
3,274
-1,236
62
$276K 0.15%
2,763
-14
63
$244K 0.14%
4,720
64
$242K 0.13%
1,950
65
$230K 0.13%
301
-109
66
$225K 0.13%
3,134
-1,320
67
$222K 0.12%
9,352
+612
68
$208K 0.12%
970
-352
69
$202K 0.11%
3,363
+534
70
– –
-1,641
71
– –
-2,481
72
– –
-4,436
73
– –
0
74
– –
-999
75
– –
-7,452
1 2
3
4