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IWP

Insight Wealth Partners Portfolio holdings

AUM $247M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$1.63M
3
+$1.55M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.1M
5
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$1.09M

Top Sells

1
+$2.71M
2
+$2.5M
3
+$342K
4
KBDC
Kayne Anderson BDC
KBDC
+$329K
5
TPL icon
Texas Pacific Land
TPL
+$220K

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 2.45%
3 Energy 1.61%
4 Industrials 1.15%
5 Financials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$925K 0.41%
1,389
+59
52
$924K 0.41%
28,990
+17,935
53
$920K 0.41%
47,054
-102
54
$907K 0.4%
4,939
-1
55
$902K 0.4%
8,163
+611
56
$883K 0.39%
44,775
-1,937
57
$845K 0.37%
2,680
+324
58
$839K 0.37%
1,143
+10
59
$812K 0.36%
17,375
+4,772
60
$809K 0.36%
24,662
+5,455
61
$806K 0.36%
1,990
-45
62
$799K 0.35%
15,129
+2,602
63
$766K 0.34%
7,787
+11
64
$742K 0.33%
3,206
-5
65
$713K 0.32%
5,122
+297
66
$656K 0.29%
4,347
+46
67
$619K 0.27%
6,999
68
$580K 0.26%
24,797
+211
69
$566K 0.25%
47,316
+567
70
$554K 0.24%
29,426
+1,326
71
$490K 0.22%
1,789
-93
72
$481K 0.21%
10,860
-396
73
$464K 0.21%
694
74
$431K 0.19%
1,746
-704
75
$423K 0.19%
1,254
+31
1 2
3
4 5