IWP

Insight Wealth Partners Portfolio holdings

AUM $240M
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$7.18M
3
+$1.42M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$350K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$344K

Top Sells

1
+$12.7M
2
+$4.36M
3
+$1.57M
4
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$804K
5
TXN icon
Texas Instruments
TXN
+$794K

Sector Composition

1 Technology 7.87%
2 Consumer Discretionary 2.57%
3 Energy 1.89%
4 Industrials 1.32%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$822K 0.46%
1,330
+199
52
$746K 0.41%
2,035
-101
53
$739K 0.41%
7,776
+76
54
$732K 0.41%
2,450
+16
55
$729K 0.4%
11,713
+910
56
$711K 0.39%
2,239
+178
57
$683K 0.38%
2,356
+348
58
$650K 0.36%
4,825
-37
59
$626K 0.35%
6,999
60
$624K 0.35%
19,398
+6,029
61
$616K 0.34%
12,527
+1,406
62
$616K 0.34%
19,207
+6,835
63
$596K 0.33%
3,211
-304
64
$583K 0.32%
12,603
+30
65
$574K 0.32%
24,586
-547,119
66
$552K 0.31%
4,301
+1,180
67
$525K 0.29%
28,100
+2,171
68
$507K 0.28%
46,749
+636
69
$507K 0.28%
1,882
-100
70
$491K 0.27%
11,256
-44
71
$440K 0.24%
3,229
+643
72
$433K 0.24%
4,768
-116
73
$431K 0.24%
694
74
$418K 0.23%
4,215
+1,347
75
$399K 0.22%
2,788
-445
1 2
3
4 5