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
$154M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$1.21M
3
+$791K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$783K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$732K

Top Sells

1
+$687K
2
+$334K
3
+$284K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$226K
5
ABBV icon
AbbVie
ABBV
+$164K

Sector Composition

1 Energy 11.6%
2 Technology 6.55%
3 Consumer Discretionary 1.86%
4 Industrials 1.03%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.04%
6,470
77
$238K 0.04%
2,732
-12
78
$232K 0.04%
6,158
+45
79
$222K 0.04%
+285
80
$216K 0.04%
+2,285
81
$215K 0.04%
+8,599
82
$206K 0.04%
+1,641
83
$202K 0.03%
+1,306
84
$201K 0.03%
1,750
-200
85
– –
0
86
– –
0
87
– –
0
1 2 3
4