IWP

Insight Wealth Partners Portfolio holdings

AUM $226M
1-Year Est. Return 9.54%
This Quarter Est. Return
1 Year Est. Return
+9.54%
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
+$18.2M
2
+$14.2M
3
+$4.05M
4
IG icon
Principal Investment Grade Corporate Active ETF
IG
+$1.2M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$675K

Top Sells

1
+$18.4M
2
+$11.6M
3
+$9.34M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.9M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.9M

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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-7,452
77
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-69,204
78
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-11,588
79
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-1,173
80
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-7,415
81
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-13,062
82
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-482
83
– –
-89,312
84
– –
-17,069
1 2 3
4