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
$180M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$7.18M
3
+$1.42M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$350K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$344K

Top Sells

1
+$12.7M
2
+$4.36M
3
+$1.57M
4
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$804K
5
TXN icon
Texas Instruments
TXN
+$794K

Sector Composition

1 Technology 7.87%
2 Consumer Discretionary 2.57%
3 Energy 1.89%
4 Industrials 1.32%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$369K 0.2%
1,795
+310
77
$367K 0.2%
9,401
78
$355K 0.2%
5,545
79
$348K 0.19%
1,855
+76
80
$342K 0.19%
12,150
-370
81
$340K 0.19%
11,055
82
$330K 0.18%
1,223
83
$329K 0.18%
21,559
84
$320K 0.18%
14,073
+905
85
$302K 0.17%
388
-3
86
$300K 0.17%
4,073
-1,714
87
$297K 0.17%
2,253
88
$280K 0.16%
2,056
+12
89
$279K 0.15%
282
+48
90
$266K 0.15%
2,969
+18
91
$264K 0.15%
5,013
+22
92
$261K 0.14%
6,051
+255
93
$260K 0.14%
15,523
+1,214
94
$255K 0.14%
3,073
+27
95
$252K 0.14%
495
96
$241K 0.13%
3,856
97
$239K 0.13%
+3,380
98
$235K 0.13%
8,615
99
$228K 0.13%
7,440
100
$220K 0.12%
624
+33
1 2 3
4
5