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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
$247M
AUM Growth
+$7.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.86M
3
+$993K
4
ZJAN
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
+$955K
5
SNDK
Sandisk
SNDK
+$904K

Top Sells

1
+$3.58M
2
+$914K
3
+$834K
4
BROS icon
Dutch Bros
BROS
+$714K
5
PHYS icon
Sprott Physical Gold
PHYS
+$699K

Sector Composition

1 Technology 6.07%
2 Energy 2.22%
3 Consumer Discretionary 1.99%
4 Industrials 1.44%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHV icon
76
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$581K 0.23%
5,261
-2,025
F icon
77
Ford
F
$58.6B
$546K 0.22%
47,335
+319
ABBV icon
78
AbbVie
ABBV
$397B
$541K 0.22%
2,489
-224
BSCT icon
79
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.82B
$539K 0.22%
28,875
+268
WMT icon
80
Walmart Inc
WMT
$959B
$482K 0.19%
+3,875
AGG icon
81
iShares Core US Aggregate Bond ETF
AGG
$137B
$463K 0.19%
4,668
+548
CALY
82
Callaway Golf Company
CALY
$3.02B
$453K 0.18%
32,632
+2,467
ECL icon
83
Ecolab
ECL
$74.2B
$448K 0.18%
1,684
-80
CVX icon
84
Chevron
CVX
$370B
$432K 0.17%
2,086
-25
COP icon
85
ConocoPhillips
COP
$141B
$399K 0.16%
3,020
DGRO icon
86
iShares Core Dividend Growth ETF
DGRO
$40.7B
$388K 0.16%
5,529
+300
AOK icon
87
iShares Core Conservative Allocation ETF
AOK
$792M
$375K 0.15%
9,401
EVR icon
88
Evercore
EVR
$13.7B
$374K 0.15%
1,254
PEP icon
89
PepsiCo
PEP
$196B
$351K 0.14%
2,262
BSCQ icon
90
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.8B
$349K 0.14%
17,870
AOA icon
91
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.13B
$330K 0.13%
3,726
+1,081
EPD icon
92
Enterprise Products Partners
EPD
$80.7B
$327K 0.13%
8,645
+481
VTIX
93
Virtuix Holdings Inc
VTIX
$115M
$327K 0.13%
+48,298
TPL icon
94
Texas Pacific Land
TPL
$25.5B
$298K 0.12%
+629
BSJQ icon
95
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$993M
$296K 0.12%
12,786
TNK icon
96
Teekay Tankers
TNK
$2.51B
$295K 0.12%
+4,026
LLY icon
97
Eli Lilly
LLY
$1.04T
$283K 0.11%
307
ZSEP
98
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$128M
$280K 0.11%
10,484
BSCU icon
99
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.56B
$269K 0.11%
16,117
+299
ZFEB
100
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$158M
$266K 0.11%
+10,487
2 3
4
5 6