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
$154M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$1.21M
3
+$791K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$783K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$732K

Top Sells

1
+$687K
2
+$334K
3
+$284K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$226K
5
ABBV icon
AbbVie
ABBV
+$164K

Sector Composition

1 Energy 11.6%
2 Technology 6.55%
3 Consumer Discretionary 1.86%
4 Industrials 1.03%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$575K 0.1%
43,301
+1,072
52
$569K 0.1%
+9,799
53
$536K 0.09%
1,396
+321
54
$510K 0.09%
975
-164
55
$481K 0.08%
2,082
56
$480K 0.08%
+20,716
57
$462K 0.08%
8,177
-335
58
$440K 0.08%
9,649
+3,003
59
$439K 0.08%
4,879
+125
60
$431K 0.07%
10,040
+941
61
$396K 0.07%
6,278
+2,595
62
$392K 0.07%
6,759
63
$390K 0.07%
1,897
+801
64
$383K 0.07%
1,913
+293
65
$381K 0.07%
2,177
66
$365K 0.06%
2,869
+26
67
$365K 0.06%
694
68
$358K 0.06%
+737
69
$335K 0.06%
10,386
70
$316K 0.05%
2,780
-598
71
$303K 0.05%
6,982
+1,741
72
$300K 0.05%
+2,030
73
$280K 0.05%
1,776
74
$277K 0.05%
11,277
+86
75
$245K 0.04%
+5,587
1 2
3
4