IWP

Insight Wealth Partners Portfolio holdings

AUM $226M
1-Year Est. Return 9.54%
This Quarter Est. Return
1 Year Est. Return
+9.54%
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
+$23.5M
2
+$1.65M
3
+$1.56M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.11M
5
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$1.1M

Top Sells

1
+$3.01M
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
CVX icon
76
Chevron
CVX
$300B
$418K 0.13%
2,689
-99
AGG icon
77
iShares Core US Aggregate Bond ETF
AGG
$134B
$413K 0.13%
4,120
-95
CL icon
78
Colgate-Palmolive
CL
$63.1B
$382K 0.12%
4,777
+9
AOK icon
79
iShares Core Conservative Allocation ETF
AOK
$706M
$378K 0.12%
9,401
TOPT
80
iShares Top 20 U.S. Stocks ETF
TOPT
$446M
$368K 0.11%
12,081
+3,466
DGRO icon
81
iShares Core Dividend Growth ETF
DGRO
$36B
$356K 0.11%
5,229
-316
SHYG icon
82
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.78B
$348K 0.11%
8,045
+1,994
NOW icon
83
ServiceNow
NOW
$179B
$339K 0.1%
368
+9
GDX icon
84
VanEck Gold Miners ETF
GDX
$25.2B
$328K 0.1%
+4,287
BSJR icon
85
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$687M
$320K 0.1%
14,073
SHY icon
86
iShares 1-3 Year Treasury Bond ETF
SHY
$23.8B
$317K 0.1%
3,819
+746
PEP icon
87
PepsiCo
PEP
$206B
$316K 0.1%
2,253
TXRH icon
88
Texas Roadhouse
TXRH
$11.1B
$308K 0.09%
1,855
CVNA icon
89
Carvana
CVNA
$64.4B
$303K 0.09%
+804
ZSEP
90
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$144M
$295K 0.09%
+11,132
ZAUG
91
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
$119M
$293K 0.09%
+11,082
GOOGL icon
92
Alphabet (Google) Class A
GOOGL
$3.73T
$292K 0.09%
1,201
PFF icon
93
iShares Preferred and Income Securities ETF
PFF
$14.3B
$290K 0.09%
9,187
+1,747
COP icon
94
ConocoPhillips
COP
$118B
$283K 0.09%
2,992
+23
ABT icon
95
Abbott
ABT
$218B
$276K 0.08%
2,057
+1
ORCL icon
96
Oracle
ORCL
$542B
$274K 0.08%
974
-12
BSCU icon
97
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.12B
$267K 0.08%
15,818
+295
IGSB icon
98
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.7B
$266K 0.08%
5,022
+9
WPC icon
99
W.P. Carey
WPC
$14.2B
$261K 0.08%
3,856
DASH icon
100
DoorDash
DASH
$98B
$259K 0.08%
+952
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