IWP

Insight Wealth Partners Portfolio holdings

AUM $180M
1-Year Est. Return 6.68%
This Quarter Est. Return
1 Year Est. Return
+6.68%
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
+$15.6M
2
+$7.2M
3
+$1.46M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$354K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$348K

Top Sells

1
+$12.8M
2
+$4.39M
3
+$1.6M
4
TXN icon
Texas Instruments
TXN
+$928K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$804K

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
NOW icon
76
ServiceNow
NOW
$196B
$369K 0.14%
359
+62
AOK icon
77
iShares Core Conservative Allocation ETF
AOK
$666M
$367K 0.14%
9,401
DGRO icon
78
iShares Core Dividend Growth ETF
DGRO
$36B
$355K 0.14%
5,545
TXRH icon
79
Texas Roadhouse
TXRH
$11.6B
$348K 0.13%
1,855
+76
JAJL
80
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$242M
$342K 0.13%
12,150
-370
ZALT icon
81
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$556M
$340K 0.13%
11,055
EVR icon
82
Evercore
EVR
$12.7B
$330K 0.13%
1,223
KBDC
83
Kayne Anderson BDC
KBDC
$1.03B
$329K 0.13%
21,559
BSJR icon
84
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$609M
$320K 0.12%
14,073
+905
LLY icon
85
Eli Lilly
LLY
$741B
$302K 0.12%
388
-3
BND icon
86
Vanguard Total Bond Market
BND
$138B
$300K 0.12%
4,073
-1,714
PEP icon
87
PepsiCo
PEP
$209B
$297K 0.12%
2,253
ABT icon
88
Abbott
ABT
$221B
$280K 0.11%
2,056
+12
COST icon
89
Costco
COST
$412B
$279K 0.11%
282
+48
COP icon
90
ConocoPhillips
COP
$111B
$266K 0.1%
2,969
+18
IGSB icon
91
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$264K 0.1%
5,013
+22
SHYG icon
92
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.37B
$261K 0.1%
6,051
+255
BSCU icon
93
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.92B
$260K 0.1%
15,523
+1,214
SHY icon
94
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$255K 0.1%
3,073
+27
DE icon
95
Deere & Co
DE
$129B
$252K 0.1%
495
WPC icon
96
W.P. Carey
WPC
$14.6B
$241K 0.09%
3,856
KO icon
97
Coca-Cola
KO
$301B
$239K 0.09%
+3,380
TOPT
98
iShares Top 20 U.S. Stocks ETF
TOPT
$336M
$235K 0.09%
8,615
PFF icon
99
iShares Preferred and Income Securities ETF
PFF
$14.7B
$228K 0.09%
7,440
TPL icon
100
Texas Pacific Land
TPL
$21.4B
$220K 0.09%
208
+11
1 2 3
4
5