IWP

Insight Wealth Partners Portfolio holdings

AUM $240M
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
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
+$369K
2
+$355K
3
+$327K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$301K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$286K

Top Sells

1
+$19.4M
2
+$2.22M
3
+$1.18M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$771K
5
IG icon
Principal Investment Grade Corporate Active ETF
IG
+$673K

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 0.24%
5,011
-6
52
$224K 0.22%
11,664
+480
53
$219K 0.22%
3,071
+9
54
$207K 0.2%
4,720
55
$203K 0.2%
9,352
56
$203K 0.2%
16,690
-130
57
– –
-7,284
58
– –
0
59
– –
0
60
– –
-4,517
1 2
3