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
$107M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.22M
3
+$2.58M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.93M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$867K

Top Sells

1
+$13.3M
2
+$4.92M
3
+$3.45M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$902K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$629K

Sector Composition

1 Energy 20.58%
2 Technology 3.89%
3 Industrials 1.31%
4 Real Estate 0.72%
5 Consumer Discretionary 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$227K 0.17%
+3,050
52
$217K 0.16%
+6,470
53
$211K 0.16%
+6,033
54
$210K 0.16%
2,504
-100
55
$207K 0.15%
9,352
56
$201K 0.15%
+468
57
– –
-15,398
58
– –
-3,071
59
– –
0
60
– –
0
61
– –
-22,278
62
– –
-2,228
63
– –
-71,772
64
– –
-28,637
65
– –
-42,578
1 2
3