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
$102M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$364K
2
+$343K
3
+$310K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$279K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$272K

Top Sells

1
+$18.1M
2
+$2.12M
3
+$1.1M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$733K
5
IG icon
Principal Investment Grade Corporate Active ETF
IG
+$631K

Sector Composition

1 Energy 16.78%
2 Technology 3.94%
3 Industrials 0.97%
4 Consumer Discretionary 0.71%
5 Real Estate 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$242K 0.23%
5,011
-6
52
$224K 0.21%
11,664
+480
53
$219K 0.21%
3,071
+9
54
$207K 0.2%
4,720
55
$203K 0.19%
9,352
56
$203K 0.19%
16,690
-130
57
– –
-7,284
58
– –
0
59
– –
0
60
– –
-4,517
1 2
3