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
+$348K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$993K
3
+$476K
4
NVDA icon
NVIDIA
NVDA
+$447K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$280K

Top Sells

1
+$14.2M
2
+$388K
3
+$277K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$259K
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$241K

Sector Composition

1 Technology 8.01%
2 Energy 2.39%
3 Consumer Discretionary 2.38%
4 Industrials 1.1%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$648K 0.11%
33,733
+495
52
$629K 0.11%
1,827
+431
53
$608K 0.11%
11,593
+789
54
$605K 0.1%
2,813
+916
55
$589K 0.1%
11,858
-3,356
56
$561K 0.1%
1,031
+56
57
$554K 0.1%
44,144
+843
58
$516K 0.09%
1,023
+286
59
$496K 0.09%
2,082
60
$473K 0.08%
4,879
61
$459K 0.08%
11,050
+1,010
62
$431K 0.07%
9,956
+4,369
63
$422K 0.07%
9,339
-310
64
$410K 0.07%
6,805
+527
65
$406K 0.07%
2,788
+758
66
$399K 0.07%
1,971
+58
67
$389K 0.07%
6,759
68
$380K 0.07%
2,304
+127
69
$380K 0.07%
694
70
$336K 0.06%
2,940
+71
71
$332K 0.06%
7,881
+899
72
$300K 0.05%
1,750
+444
73
$300K 0.05%
1,918
+142
74
$282K 0.05%
5,121
-3,056
75
$272K 0.05%
+1,374
1 2
3
4