IWP
Insight Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
-6.44%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(-10%)
Cap. Flow
-$4.22M
Cap. Flow
% of AUM
-3.32%
Top 10 Holdings %
Top 10 Hldgs %
70%
Holding
73
New
2
Increased
19
Reduced
26
Closed
15
Top Buys
| 1 |
Accenture
ACN
|
$727K |
| 2 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
$501K |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$474K |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$437K |
| 5 |
Amazon
AMZN
|
$261K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$638K |
| 2 |
Broadcom
AVGO
|
$596K |
| 3 |
Microsoft
MSFT
|
$533K |
| 4 |
Home Depot
HD
|
$459K |
| 5 |
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% |
