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
$164M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$5.97M
3
+$2.22M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.59M
5
IG icon
Principal Investment Grade Corporate Active ETF
IG
+$1.38M

Top Sells

1
+$21.3M
2
+$993K
3
+$790K
4
NVDA icon
NVIDIA
NVDA
+$533K
5
PHYS icon
Sprott Physical Gold
PHYS
+$215K

Sector Composition

1 Technology 8.63%
2 Consumer Discretionary 2.43%
3 Energy 2.22%
4 Industrials 1.27%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$337K 0.07%
+380
77
$321K 0.06%
+3,173
78
$321K 0.06%
1,818
+68
79
$310K 0.06%
1,223
+55
80
$307K 0.06%
3,083
+310
81
$306K 0.06%
2,908
-32
82
$265K 0.05%
+1,729
83
$259K 0.05%
290
+17
84
$247K 0.05%
7,440
85
$239K 0.05%
8,859
+8
86
$238K 0.05%
3,820
-1,301
87
$229K 0.05%
2,008
-556
88
$218K 0.04%
+484
89
$214K 0.04%
2,432
-129
90
$211K 0.04%
+777
91
$209K 0.04%
4,504
+33
92
$207K 0.04%
+3,502
93
$207K 0.04%
+495
94
$207K 0.04%
1,212
-564
95
$205K 0.04%
6,540
-116
96
$202K 0.04%
+2,470
97
– –
0
98
– –
-10,969
99
– –
0
100
– –
0
1 2 3
4
5