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
$164M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$5.97M
3
+$2.22M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.59M
5
IG icon
Principal Investment Grade Corporate Active ETF
IG
+$1.38M

Top Sells

1
+$21.3M
2
+$993K
3
+$790K
4
NVDA icon
NVIDIA
NVDA
+$533K
5
PHYS icon
Sprott Physical Gold
PHYS
+$215K

Sector Composition

1 Technology 8.63%
2 Consumer Discretionary 2.43%
3 Energy 2.22%
4 Industrials 1.27%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$716K 0.14%
808
-2
52
$715K 0.14%
36,549
53
$712K 0.14%
34,473
-294
54
$699K 0.14%
6,984
55
$675K 0.13%
32,833
56
$665K 0.13%
33,733
57
$660K 0.13%
29,049
58
$633K 0.12%
11,267
-326
59
$591K 0.12%
1,030
-1
60
$590K 0.12%
11,858
61
$541K 0.11%
11,474
+2,135
62
$538K 0.11%
11,986
+2,030
63
$532K 0.11%
2,082
64
$511K 0.1%
6,999
+194
65
$507K 0.1%
4,884
+5
66
$505K 0.1%
12,487
+1,437
67
$498K 0.1%
2,362
+391
68
$487K 0.1%
10,372
+2,491
69
$469K 0.09%
44,371
+227
70
$457K 0.09%
2,688
+384
71
$424K 0.08%
6,759
72
$412K 0.08%
2,797
+879
73
$400K 0.08%
694
74
$377K 0.07%
1,441
+67
75
$363K 0.07%
9,401
+2,931
1 2
3
4 5