IWP
Insight Wealth Partners Portfolio holdings
AUM $166M
AUM
$166M
AUM Growth
+$8.33M (+5%)
Cap. Flow
+$9.37M
Cap. Flow % of AUM
5.64%
Top 10 Holdings %Top 10 Hldgs %
45.72%
Holding
111
New
17
Increased
38
Reduced
35
Closed
3
Top Buys
| 1 | $944K | |
| 2 | $812K | |
| 3 | $749K | |
| 4 | $701K | |
| 5 | $480K |
Top Sells
| 1 | $583K | |
| 2 | $452K | |
| 3 | $226K | |
| 4 | $220K | |
| 5 | $188K |
Sector Composition
| 1 | Technology | 6.9% |
| 2 | Consumer Discretionary | 2.43% |
| 3 | Energy | 2.38% |
| 4 | Industrials | 1.22% |
| 5 | Financials | 0.97% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $388K | 0.06% | 12,372 | New | +$388K | |||
| $354K | 0.06% | 9,401 | – | – | |||
| $350K | 0.06% | 21,559 | New | +$350K | |||
| $343K | 0.06% | 5,545 | – | – | |||
| $340K | 0.06% | 12,520 | New | +$340K | |||
| $338K | 0.06% | 2,253 | – | – | |||
| $329K | 0.05% | 11,055 | New | +$329K | |||
| $323K | 0.05% | 391 -19 | -5% | -$15.7K | |||
| $310K | 0.05% | 2,951 -88 | -3% | -$9.24K | |||
| $296K | 0.05% | 1,779 -43 | -2% | -$7.17K | |||
| $295K | 0.05% | 13,168 | New | +$295K | |||
| $284K | 0.05% | 2,868 -1,898 | -40% | -$188K | |||
| $271K | 0.05% | 2,044 +27 | +1% | +$3.58K | |||
| $261K | 0.04% | 4,991 -45 | -0.9% | -$2.36K | |||
| $261K | 0.04% | 197 | – | – | |||
| $252K | 0.04% | 3,046 | New | +$252K | |||
| $246K | 0.04% | 5,796 | New | +$246K | |||
| $244K | 0.04% | 1,223 | – | – | |||
| $243K | 0.04% | 3,856 | – | – | |||
| $237K | 0.04% | 14,309 | New | +$237K | |||
| $236K | 0.04% | 297 +3 | +1% | +$2.39K | |||
| $232K | 0.04% | 495 | – | – | |||
| $229K | 0.04% | 7,440 | – | – | |||
| $225K | 0.04% | 3,121 +26 | +0.8% | +$1.88K | |||
| $224K | 0.04% | 6,643 | New | +$224K |
