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
$240M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.48M
3
+$913K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$909K
5
RKLB icon
Rocket Lab Corp
RKLB
+$685K

Top Sells

1
+$806K
2
+$619K
3
+$571K
4
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$491K
5
ACN icon
Accenture
ACN
+$431K

Sector Composition

1 Technology 6.27%
2 Consumer Discretionary 2.52%
3 Industrials 1.73%
4 Energy 1.42%
5 Communication Services 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
76
iShares Core S&P 500 ETF
IVV
$724B
$475K 0.2%
694
ECL icon
77
Ecolab
ECL
$77.8B
$463K 0.19%
1,764
-25
EVR icon
78
Evercore
EVR
$10.6B
$427K 0.18%
1,254
AGG icon
79
iShares Core US Aggregate Bond ETF
AGG
$139B
$412K 0.17%
4,120
AOK icon
80
iShares Core Conservative Allocation ETF
AOK
$729M
$377K 0.16%
9,401
KE
81
Kimball Electronics
KE
$553M
$369K 0.15%
+13,259
DGRO icon
82
iShares Core Dividend Growth ETF
DGRO
$37.3B
$363K 0.15%
5,229
CALY
83
Callaway Golf Company
CALY
$2.42B
$352K 0.15%
+30,165
BSCQ icon
84
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.14B
$350K 0.15%
17,870
-29,184
LLY icon
85
Eli Lilly
LLY
$873B
$330K 0.14%
307
+13
PEP icon
86
PepsiCo
PEP
$217B
$325K 0.14%
2,262
+9
CVX icon
87
Chevron
CVX
$390B
$322K 0.13%
2,111
-578
SHYG icon
88
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$319K 0.13%
7,431
-614
BSJQ icon
89
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.11B
$298K 0.12%
12,786
-12,011
SHY icon
90
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$290K 0.12%
3,506
-313
PFF icon
91
iShares Preferred and Income Securities ETF
PFF
$14B
$284K 0.12%
9,187
COP icon
92
ConocoPhillips
COP
$147B
$283K 0.12%
3,020
+28
ZSEP
93
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$133M
$281K 0.12%
10,484
-648
BSCU icon
94
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.43B
$268K 0.11%
15,818
IGSB icon
95
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$265K 0.11%
5,016
-6
ABT icon
96
Abbott
ABT
$188B
$265K 0.11%
2,117
+60
APP icon
97
Applovin
APP
$152B
$264K 0.11%
+392
HOOD icon
98
Robinhood
HOOD
$68.5B
$262K 0.11%
+2,316
EPD icon
99
Enterprise Products Partners
EPD
$79.1B
$262K 0.11%
8,164
+450
WPC icon
100
W.P. Carey
WPC
$16.2B
$249K 0.1%
3,870
+14
2 3
4
5 6