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IWP

Insight Wealth Partners Portfolio holdings

AUM $713M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
+0.62%
1 Year Est. Return
+16.55%
3 Year Est. Return
+38.91%
5 Year Est. Return
+35.58%
10 Year Est. Return
–
AUM
$601M
AUM Growth
-$129M
Cap. Flow
-$110M
Cap. Flow %
-18.25%
Top 10 Hldgs %
83.22%
Holding
112
New
17
Increased
38
Reduced
38
Closed
4

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$936K
2
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$811K
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$744K
4
UMI icon
USCF Midstream Energy Income Fund
UMI
+$696K
5
EALT icon
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
+$497K

Top Sells

Rank Stock Value
1
IAU icon
iShares Gold Trust
IAU
+$535K
2
PHYS icon
Sprott Physical Gold
PHYS
+$417K
3
IXC icon
iShares Global Energy ETF
IXC
+$381K
4
NVDA icon
NVIDIA
NVDA
+$264K
5
MSFT icon
Microsoft
MSFT
+$239K

Sector Composition

Rank Sector Weight
1 Technology 1.91%
2 Consumer Discretionary 0.67%
3 Energy 0.66%
4 Industrials 0.34%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHV icon
51
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$812K 0.14%
+7,354
New +$811K
BSJP
52
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$804K 0.13%
34,896
– –
HD icon
53
Home Depot
HD
$343B
$783K 0.13%
2,136
+279
+15% +$109K
DBEF icon
54
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.16B
$769K 0.13%
17,763
-318
-2% -$13.8K
ACN icon
55
Accenture
ACN
$101B
$760K 0.13%
2,434
-5
-0.2% -$1.77K
PCAR icon
56
PACCAR
PCAR
$72.7B
$750K 0.12%
7,700
– –
ABBV icon
57
AbbVie
ABBV
$465B
$736K 0.12%
3,515
-344
-9% -$66.9K
BSCP
58
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$716K 0.12%
34,612
-294
-0.8% -$6.08K
XLV icon
59
State Street Health Care Select Sector SPDR ETF
XLV
$43.2B
$710K 0.12%
4,862
-264
-5% -$38.4K
UMI icon
60
USCF Midstream Energy Income Fund
UMI
$504M
$701K 0.12%
+13,474
New +$696K
SPY icon
61
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$633K 0.11%
1,131
+99
+10% +$58.2K
META icon
62
Meta Platforms (Facebook)
META
$1.51T
$622K 0.1%
1,079
-62
-5% -$40K
AVIV icon
63
Avantis International Large Cap Value ETF
AVIV
$1.97B
$612K 0.1%
10,803
-264
-2% -$14.6K
IUSB icon
64
iShares Core Universal USD Bond ETF
IUSB
$43.1B
$579K 0.1%
12,573
+136
+1% +$6.2K
CVX icon
65
Chevron
CVX
$374B
$541K 0.09%
3,233
+847
+35% +$133K
TSLA icon
66
Tesla
TSLA
$1.21T
$534K 0.09%
2,061
+601
+41% +$200K
NDAQ icon
67
Nasdaq
NDAQ
$53.6B
$531K 0.09%
6,999
– –
ECL icon
68
Ecolab
ECL
$79.6B
$502K 0.08%
1,982
-100
-5% -$25.2K
IFRA icon
69
iShares US Infrastructure ETF
IFRA
$4.56B
$501K 0.08%
11,121
+708
+7% +$33K
VBND icon
70
Vident US Bond Strategy ETF
VBND
$526M
$494K 0.08%
11,300
-480
-4% -$20.8K
JPM icon
71
JPMorgan Chase
JPM
$950B
$492K 0.08%
2,008
-97
-5% -$24.7K
BSCT icon
72
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.9B
$480K 0.08%
+25,929
New +$478K
EALT icon
73
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$165M
$473K 0.08%
+15,381
New +$497K
F icon
74
Ford
F
$59.6B
$463K 0.08%
46,113
+1,342
+3% +$13.1K
CL icon
75
Colgate-Palmolive
CL
$74.2B
$458K 0.08%
4,884
-26
-0.5% -$2.33K
1 2
3
4 5

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ACGDR
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AMPWP
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GEA
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PCS
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ECM
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Insight Wealth Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Insight Wealth Partners held 112 positions worth $601M, down 18% from $730M the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Insight Wealth Partners withdrew a net $110M in Q1 2025, closing 4 positions and reducing 38 holdings. Its most notable exit was iShares Global Energy ETF, an estimated $381K position sold in full.

By sector, the portfolio is most concentrated in Technology at 1.9% of assets, up from 1.8% a quarter earlier, followed by Consumer Discretionary and Energy.

Against the trend, Insight Wealth Partners opened a new position in iShares 0-1 Year Treasury Bond ETF worth $812K.

  • Insight Wealth Partners's largest Q1 2025 buy was iShares 0-1 Year Treasury Bond ETF: 7,354 shares worth $812K.
  • Insight Wealth Partners added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025, an estimated $936K increase.
  • Insight Wealth Partners's biggest Q1 2025 reduction was iShares Gold Trust, cutting an estimated $535K.
  • Insight Wealth Partners fully exited iShares Global Energy ETF in Q1 2025, selling an estimated $381K.
  • Insight Wealth Partners's ten largest holdings make up 83% of its $601M portfolio in Q1 2025.
  • Insight Wealth Partners opened 17 new positions and closed 4 in Q1 2025.
  • Insight Wealth Partners's portfolio value fell 18% quarter-over-quarter to $601M.

Based on Insight Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.