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
$158M
AUM Growth
-$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$862K
2
+$692K
3
+$520K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$517K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$424K

Top Sells

1
+$1.69M
2
+$1.3M
3
+$1.29M
4
MSFT icon
Microsoft
MSFT
+$797K
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$660K

Sector Composition

1 Technology 8.53%
2 Consumer Discretionary 2.73%
3 Energy 2.16%
4 Industrials 1.35%
5 Financials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$339K 0.21%
1,223
77
$329K 0.21%
1,822
+4
78
$316K 0.2%
410
-398
79
$312K 0.2%
1,470
+20
80
$301K 0.19%
3,039
+131
81
$260K 0.16%
+5,036
82
$257K 0.16%
280
-100
83
$235K 0.15%
+1,240
84
$234K 0.15%
7,440
85
$233K 0.15%
+36,859
86
$228K 0.14%
2,017
+9
87
$218K 0.14%
+591
88
$210K 0.13%
3,856
+36
89
$210K 0.13%
495
90
$204K 0.13%
1,183
-546
91
$201K 0.13%
3,502
92
– –
-2,470
93
– –
-484
94
– –
-1,212
95
– –
-8,859
96
– –
-29,049
97
– –
0
98
– –
0
99
– –
-4,504
100
– –
-4,864
1 2 3
4
5