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
$120M
AUM Growth
+$9.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$1.96M
3
+$1.95M
4
TACK icon
Fairlead Tactical Sector ETF
TACK
+$940K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$735K

Top Sells

1
+$1.45M
2
+$1.24M
3
+$742K
4
IAU icon
iShares Gold Trust
IAU
+$716K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$555K

Sector Composition

1 Energy 11.26%
2 Technology 5.35%
3 Industrials 1.11%
4 Healthcare 0.98%
5 Consumer Discretionary 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$389K 0.09%
1,143
+268
52
$366K 0.08%
4,754
53
$348K 0.08%
6,759
54
$347K 0.08%
14,340
55
$332K 0.08%
10,737
56
$309K 0.07%
+694
57
$307K 0.07%
+5,341
58
$288K 0.07%
2,775
+29
59
$279K 0.06%
1,776
60
$272K 0.06%
+5,600
61
$259K 0.06%
+1,533
62
$251K 0.06%
11,018
+87
63
$248K 0.06%
5,451
-489
64
$228K 0.05%
6,470
65
$225K 0.05%
+2,590
66
$222K 0.05%
6,287
67
$209K 0.05%
+5,617
68
$203K 0.05%
4,128
-874
69
– –
0
70
– –
-2,453
71
– –
-9,820
72
– –
0
1 2
3