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

Top Buys

1
+$10.9M
2
+$4.14M
3
+$2.57M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.92M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$857K

Top Sells

1
+$13.2M
2
+$4.89M
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 0.21%
+3,050
52
$217K 0.2%
+6,470
53
$211K 0.2%
+6,033
54
$210K 0.2%
2,504
-100
55
$207K 0.19%
9,352
56
$201K 0.19%
+468
57
– –
-2,228
58
– –
-71,772
59
– –
-28,637
60
– –
-42,578
61
– –
-15,398
62
– –
-3,071
63
– –
0
64
– –
0
65
– –
-22,278
1 2
3