IWP

Insight Wealth Partners Portfolio holdings

AUM $226M
1-Year Est. Return 9.54%
This Quarter Est. Return
1 Year Est. Return
+9.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$944K
2
+$812K
3
+$749K
4
UMI icon
USCF Midstream Energy Income Fund
UMI
+$701K
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$480K

Top Sells

1
+$583K
2
+$452K
3
+$381K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$235K
5
NVDA icon
NVIDIA
NVDA
+$226K

Sector Composition

1 Technology 6.9%
2 Consumer Discretionary 2.43%
3 Energy 2.38%
4 Industrials 1.22%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$769K 0.13%
17,763
-318
52
$760K 0.13%
2,434
-5
53
$750K 0.12%
7,700
54
$736K 0.12%
3,515
-344
55
$716K 0.12%
34,612
-294
56
$710K 0.12%
4,862
-264
57
$701K 0.12%
+13,474
58
$633K 0.11%
1,131
+99
59
$622K 0.1%
1,079
-62
60
$612K 0.1%
10,803
-264
61
$579K 0.1%
12,573
+136
62
$541K 0.09%
3,233
+847
63
$534K 0.09%
2,061
+601
64
$531K 0.09%
6,999
65
$502K 0.08%
1,982
-100
66
$501K 0.08%
11,121
+708
67
$494K 0.08%
11,300
-480
68
$492K 0.08%
2,008
-97
69
$480K 0.08%
+25,929
70
$473K 0.08%
+15,381
71
$463K 0.08%
46,113
+1,342
72
$458K 0.08%
4,884
-26
73
$438K 0.07%
+13,369
74
$425K 0.07%
+5,787
75
$390K 0.06%
694
1 2
3
4 5