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
$142M
AUM Growth
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$14.6M
3
+$4.18M
4
IG icon
Principal Investment Grade Corporate Active ETF
IG
+$1.24M
5
F icon
Ford
F
+$727K

Top Sells

1
+$19M
2
+$11.9M
3
+$9.43M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.9M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.03M

Sector Composition

1 Energy 9.66%
2 Technology 4.61%
3 Consumer Discretionary 1.3%
4 Industrials 0.96%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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0
77
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78
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79
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80
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81
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82
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-482
83
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-89,312
84
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-1,173
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4