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
$119M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$259K
3
+$221K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$199K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$175K

Top Sells

1
+$1.13M
2
+$931K
3
+$503K
4
BSMU icon
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
+$394K
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$353K

Sector Composition

1 Energy 15.18%
2 Technology 5.17%
3 Consumer Discretionary 0.98%
4 Industrials 0.98%
5 Healthcare 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$374K 0.07%
7,773
+2,173
52
$338K 0.07%
14,340
53
$338K 0.07%
4,754
54
$337K 0.07%
2,811
+36
55
$335K 0.06%
6,759
56
$327K 0.06%
3,377
-1,111
57
$313K 0.06%
10,386
-351
58
$299K 0.06%
1,776
59
$298K 0.06%
694
60
$289K 0.06%
7,001
+1,384
61
$250K 0.05%
5,715
+264
62
$243K 0.05%
6,267
-20
63
$233K 0.05%
11,105
+87
64
$220K 0.04%
6,470
65
$216K 0.04%
2,600
+10
66
– –
0
67
– –
-15,058
68
– –
0
69
– –
0
70
– –
-4,128
71
– –
-45,252
1 2
3