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
$158M
AUM Growth
-$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$846K
2
+$676K
3
+$515K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$509K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$419K

Top Sells

1
+$1.64M
2
+$1.28M
3
+$1.27M
4
MSFT icon
Microsoft
MSFT
+$788K
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$660K

Sector Composition

1 Technology 8.53%
2 Consumer Discretionary 2.73%
3 Energy 2.16%
4 Industrials 1.35%
5 Financials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$721K 0.1%
34,906
+433
52
$705K 0.1%
5,126
-380
53
$686K 0.09%
3,859
+5
54
$685K 0.09%
6,845
-139
55
$668K 0.09%
1,141
-486
56
$605K 0.08%
1,032
+2
57
$590K 0.08%
1,460
+19
58
$576K 0.08%
11,615
-243
59
$574K 0.08%
11,067
-200
60
$562K 0.08%
12,437
+963
61
$541K 0.07%
6,999
62
$506K 0.07%
11,780
-206
63
$505K 0.07%
2,105
-257
64
$488K 0.07%
2,082
65
$482K 0.07%
10,413
+41
66
$462K 0.06%
4,766
+1,593
67
$446K 0.06%
4,910
+26
68
$443K 0.06%
44,771
+400
69
$409K 0.06%
694
70
$381K 0.05%
9,981
-2,506
71
$352K 0.05%
3,095
+12
72
$351K 0.05%
9,401
73
$346K 0.05%
2,386
-411
74
$343K 0.05%
2,253
-435
75
$340K 0.05%
5,545
-1,214
1 2
3
4 5