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
$181M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.72M
3
+$1.58M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.33M

Top Sells

1
+$972K
2
+$677K
3
+$441K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$361K
5
VBND icon
Vident US Bond Strategy ETF
VBND
+$269K

Sector Composition

1 Energy 6.75%
2 Technology 4.24%
3 Financials 1.07%
4 Industrials 1.02%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$211K 0.04%
+1,794
77
$201K 0.04%
+7,415
78
$200K 0.04%
+2,777
79
$79K 0.01%
999
80
– –
0
81
– –
-46,074
82
– –
-29,444
1 2 3
4