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
$132M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$557K
3
+$412K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$389K
5
NVDA icon
NVIDIA
NVDA
+$385K

Top Sells

1
+$870K
2
+$632K
3
+$625K
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$604K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$295K

Sector Composition

1 Energy 12.02%
2 Technology 6.09%
3 Consumer Discretionary 1.56%
4 Healthcare 1.01%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
0
77
– –
-25,691
78
– –
-40,985
1 2 3
4