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
$127M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$501K
3
+$474K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$437K
5
HOMB icon
Home BancShares
HOMB
+$225K

Top Sells

1
+$638K
2
+$596K
3
+$533K
4
HD icon
Home Depot
HD
+$459K
5
ABT icon
Abbott
ABT
+$361K

Sector Composition

1 Energy 11.92%
2 Technology 3.29%
3 Industrials 0.85%
4 Real Estate 0.64%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$247K 0.19%
4,720
52
$230K 0.17%
3,062
-664
53
$225K 0.17%
+10,850
54
$209K 0.16%
4,517
-2,366
55
$207K 0.16%
+7,284
56
$205K 0.15%
9,352
57
– –
-3,046
58
– –
-9,470
59
– –
-301
60
– –
-4,611
61
– –
-526
62
– –
0
63
– –
0
64
– –
-2,560
65
– –
-1,532
66
– –
-3,134
67
– –
-2,504
68
– –
-1,730
69
– –
-4,977
70
– –
-3,274
71
– –
-1,950
72
– –
-970
73
– –
-3,363
1 2
3