IWP
Insight Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
+5.06%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$180M
AUM Growth
+$180M
(+8.4%)
Cap. Flow
+$7.08M
Cap. Flow
% of AUM
3.92%
Top 10 Holdings %
Top 10 Hldgs %
47.86%
Holding
113
New
6
Increased
66
Reduced
20
Closed
4
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR S&P 500 ETF Trust
SPY
$658B
| $822K | 0.32% |
1,330
+199
| +18% | +$123K |
|
52
Home Depot
HD
$405B
| $746K | 0.29% |
2,035
-101
| -5% | -$37K |
|
53
PACCAR
PCAR
$52.5B
| $739K | 0.29% |
7,776
+76
| +1% | +$7.22K |
|
54
Accenture
ACN
$162B
| $732K | 0.28% |
2,450
+16
| +0.7% | +$4.78K |
|
55
Avantis International Large Cap Value ETF
AVIV
$832M
| $729K | 0.28% |
11,713
+910
| +8% | +$56.6K |
|
56
Tesla
TSLA
$1.08T
| $711K | 0.28% |
2,239
+178
| +9% | +$56.5K |
|
57
JPMorgan Chase
JPM
$829B
| $683K | 0.27% |
2,356
+348
| +17% | +$101K |
|
58
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $650K | 0.25% |
4,825
-37
| -0.8% | -$4.99K |
|
59
Nasdaq
NDAQ
$54.4B
| $626K | 0.24% |
6,999
| – | – |
|
60
TBG Dividend Focus ETF
TBG
$180M
| $624K | 0.24% |
19,398
+6,029
| +45% | +$194K |
|
61
iShares US Infrastructure ETF
IFRA
$2.94B
| $616K | 0.24% |
12,527
+1,406
| +13% | +$69.2K |
|
62
Innovator Defined Wealth Shield ETF
BALT
$1.64B
| $616K | 0.24% |
19,207
+6,835
| +55% | +$219K |
|
63
AbbVie
ABBV
$372B
| $596K | 0.23% |
3,211
-304
| -9% | -$56.4K |
|
64
iShares Core Total USD Bond Market ETF
IUSB
$34B
| $583K | 0.23% |
12,603
+30
| +0.2% | +$1.39K |
|
65
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.14B
| $574K | 0.22% |
24,586
-547,119
| -96% | -$12.8M |
|
66
Vertiv
VRT
$48.7B
| $552K | 0.21% |
4,301
+1,180
| +38% | +$152K |
|
67
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.23B
| $525K | 0.2% |
28,100
+2,171
| +8% | +$40.6K |
|
68
Ford
F
$46.8B
| $507K | 0.2% |
46,749
+636
| +1% | +$6.9K |
|
69
Ecolab
ECL
$78.6B
| $507K | 0.2% |
1,882
-100
| -5% | -$26.9K |
|
70
Vident US Bond Strategy ETF
VBND
$469M
| $491K | 0.19% |
11,256
-44
| -0.4% | -$1.92K |
|
71
Palantir
PLTR
$372B
| $440K | 0.17% |
3,229
+643
| +25% | +$87.7K |
|
72
Colgate-Palmolive
CL
$67.9B
| $433K | 0.17% |
4,768
-116
| -2% | -$10.5K |
|
73
iShares Core S&P 500 ETF
IVV
$662B
| $431K | 0.17% |
694
| – | – |
|
74
iShares Core US Aggregate Bond ETF
AGG
$131B
| $418K | 0.16% |
4,215
+1,347
| +47% | +$134K |
|
75
Chevron
CVX
$324B
| $399K | 0.16% |
2,788
-445
| -14% | -$63.7K |
|