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

Top Buys

1
+$846K
2
+$676K
3
+$515K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$509K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$419K

Top Sells

1
+$1.64M
2
+$1.28M
3
+$1.27M
4
MSFT icon
Microsoft
MSFT
+$788K
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 0.05%
1,223
77
$329K 0.05%
1,822
+4
78
$316K 0.04%
410
-398
79
$312K 0.04%
294
+4
80
$301K 0.04%
3,039
+131
81
$260K 0.04%
+5,036
82
$257K 0.04%
280
-100
83
$235K 0.03%
+1,240
84
$234K 0.03%
7,440
85
$233K 0.03%
+36,859
86
$228K 0.03%
2,017
+9
87
$218K 0.03%
+197
88
$210K 0.03%
3,856
+36
89
$210K 0.03%
495
90
$204K 0.03%
1,183
-546
91
$201K 0.03%
3,502
92
– –
0
93
– –
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94
– –
-6,540
95
– –
0
96
– –
0
97
– –
-4,504
98
– –
-2,470
99
– –
-484
100
– –
-1,212
1 2 3
4
5