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
$111M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.32M
3
+$1.87M
4
ABBV icon
AbbVie
ABBV
+$918K
5
ABT icon
Abbott
ABT
+$535K

Top Sells

1
+$2.72M
2
+$242K
3
+$201K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$110K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$89K

Sector Composition

1 Energy 15.1%
2 Technology 4.87%
3 Healthcare 1.31%
4 Industrials 1.14%
5 Consumer Discretionary 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$245K 0.05%
5,002
-5
52
$239K 0.05%
6,287
+254
53
$237K 0.05%
10,931
+81
54
$237K 0.05%
3,195
+145
55
$226K 0.05%
6,470
56
$224K 0.05%
9,820
-1,844
57
$210K 0.05%
9,352
58
$202K 0.05%
2,453
-1,343
59
– –
-4,720
60
– –
-468
61
– –
0
62
– –
0
1 2
3