IWP

Insight Wealth Partners Portfolio holdings

AUM $180M
This Quarter Return
+0.01%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
Cap. Flow
+$6M
Cap. Flow %
5.41%
Top 10 Hldgs %
63.54%
Holding
62
New
4
Increased
27
Reduced
12
Closed
2

Top Buys

1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$2.4M
2
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$2.32M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
$1.87M
4
ABBV icon
AbbVie
ABBV
$918K
5
ABT icon
Abbott
ABT
$535K

Top Sells

1
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
$2.72M
2
PFE icon
Pfizer
PFE
$242K
3
DE icon
Deere & Co
DE
$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 Shares
Change % 		Capital Flow
IAGG icon
51
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$245K 0.05%
5,002
-5
-0.1% -$245
BP icon
52
BP
BP
$90.8B
$239K 0.05%
6,287
+254
+4% +$9.64K
HOMB icon
53
Home BancShares
HOMB
$5.87B
$237K 0.05%
10,931
+81
+0.7% +$1.76K
AVUV icon
54
Avantis US Small Cap Value ETF
AVUV
$18.2B
$237K 0.05%
3,195
+145
+5% +$10.7K
AOK icon
55
iShares Core Conservative Allocation ETF
AOK
$631M
$226K 0.05%
6,470
– –
VIDI icon
56
Vident International Equity Strategy
VIDI
$382M
$224K 0.05%
9,820
-1,844
-16% -$42.1K
BSJP icon
57
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$713M
$210K 0.05%
9,352
– –
SHY icon
58
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$202K 0.05%
2,453
-1,343
-35% -$110K
DE icon
59
Deere & Co
DE
$129B
– –
-468
Closed -$201K
EEM icon
60
iShares MSCI Emerging Markets ETF
EEM
$19B
– –
0
– –
EFA icon
61
iShares MSCI EAFE ETF
EFA
$66B
– –
0
– –
PFE icon
62
Pfizer
PFE
$141B
– –
-4,720
Closed -$242K
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3