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
+$348K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$993K
3
+$476K
4
NVDA icon
NVIDIA
NVDA
+$447K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$280K

Top Sells

1
+$14.2M
2
+$388K
3
+$277K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$259K
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$241K

Sector Composition

1 Technology 8.01%
2 Energy 2.39%
3 Consumer Discretionary 2.38%
4 Industrials 1.1%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$266K 0.05%
2,564
-216
77
$251K 0.04%
1,776
+135
78
$243K 0.04%
+1,168
79
$240K 0.04%
6,656
+498
80
$240K 0.04%
+2,773
81
$239K 0.04%
6,470
82
$235K 0.04%
7,440
-2,946
83
$233K 0.04%
2,561
+276
84
$223K 0.04%
8,851
+252
85
$215K 0.04%
+273
86
$203K 0.04%
+4,471
87
$203K 0.04%
1,750
88
– –
0
89
– –
0
90
– –
0
91
– –
-11,277
92
– –
-2,732
93
– –
-24,585
1 2 3
4