IWP
Insight Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
+1.07%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+11%)
Cap. Flow
+$9.19M
Cap. Flow
% of AUM
6.94%
Top 10 Holdings %
Top 10 Hldgs %
59.29%
Holding
78
New
10
Increased
28
Reduced
26
Closed
2
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$6.26M |
| 2 |
Xtrackers S&P 500 ESG ETF
SNPE
|
$593K |
| 3 |
iShares Semiconductor ETF
SOXX
|
$445K |
| 4 |
Avantis International Small Cap Value ETF
AVDV
|
$442K |
| 5 |
Amazon
AMZN
|
$413K |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares MSCI EAFE ETF
EFA
$65.4B
| – | – |
0
| – | – |
|
|
BSJN
77
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
| – | – |
-25,691
| Closed | -$604K |
|
|
BSCN
78
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
| – | – |
-40,985
| Closed | -$870K |
|