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
$132M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$593K
3
+$445K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$442K
5
AMZN icon
Amazon
AMZN
+$413K

Top Sells

1
+$870K
2
+$632K
3
+$624K
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$604K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$303K

Sector Composition

1 Energy 12.02%
2 Technology 6.09%
3 Consumer Discretionary 1.56%
4 Healthcare 1.01%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$444K 0.08%
8,628
+855
52
$413K 0.07%
+2,082
53
$379K 0.07%
4,754
54
$373K 0.06%
+1,075
55
$372K 0.06%
3,378
+1
56
$370K 0.06%
+2,177
57
$364K 0.06%
6,759
58
$356K 0.06%
9,099
+2,098
59
$331K 0.06%
694
60
$330K 0.06%
2,843
+32
61
$325K 0.06%
+5,615
62
$324K 0.06%
10,386
63
$306K 0.05%
6,646
+931
64
$283K 0.05%
11,191
+86
65
$276K 0.05%
+1,620
66
$265K 0.05%
1,776
67
$234K 0.04%
6,470
68
$226K 0.04%
+2,744
69
$220K 0.04%
+1,950
70
$216K 0.04%
6,113
-154
71
$214K 0.04%
+3,683
72
$211K 0.04%
+5,241
73
$210K 0.04%
+1,096
74
– –
0
75
– –
0
1 2
3
4