IWP

Insight Wealth Partners Portfolio holdings

AUM $226M
1-Year Est. Return 9.54%
This Quarter Est. Return
1 Year Est. Return
+9.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$944K
2
+$812K
3
+$749K
4
UMI icon
USCF Midstream Energy Income Fund
UMI
+$701K
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$480K

Top Sells

1
+$583K
2
+$452K
3
+$381K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$235K
5
NVDA icon
NVIDIA
NVDA
+$226K

Sector Composition

1 Technology 6.9%
2 Consumer Discretionary 2.43%
3 Energy 2.38%
4 Industrials 1.22%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$388K 0.06%
+12,372
77
$354K 0.06%
9,401
78
$350K 0.06%
+21,559
79
$343K 0.06%
5,545
80
$340K 0.06%
+12,520
81
$338K 0.06%
2,253
82
$329K 0.05%
+11,055
83
$323K 0.05%
391
-19
84
$310K 0.05%
2,951
-88
85
$296K 0.05%
1,779
-43
86
$295K 0.05%
+13,168
87
$284K 0.05%
2,868
-1,898
88
$271K 0.05%
2,044
+27
89
$261K 0.04%
4,991
-45
90
$261K 0.04%
197
91
$252K 0.04%
+3,046
92
$246K 0.04%
+5,796
93
$244K 0.04%
1,223
94
$243K 0.04%
3,856
95
$237K 0.04%
+14,309
96
$236K 0.04%
297
+3
97
$232K 0.04%
495
98
$229K 0.04%
7,440
99
$225K 0.04%
3,121
+26
100
$224K 0.04%
+6,643
1 2 3
4
5