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IWP

Insight Wealth Partners Portfolio holdings

AUM $247M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$1.63M
3
+$1.55M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.1M
5
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$1.09M

Top Sells

1
+$2.71M
2
+$2.5M
3
+$342K
4
KBDC
Kayne Anderson BDC
KBDC
+$329K
5
TPL icon
Texas Pacific Land
TPL
+$220K

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 2.45%
3 Energy 1.61%
4 Industrials 1.15%
5 Financials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$418K 0.18%
2,689
-99
77
$413K 0.18%
4,120
-95
78
$382K 0.17%
4,777
+9
79
$378K 0.17%
9,401
80
$368K 0.16%
12,081
+3,466
81
$356K 0.16%
5,229
-316
82
$348K 0.15%
8,045
+1,994
83
$339K 0.15%
1,840
+45
84
$328K 0.14%
+4,287
85
$320K 0.14%
14,073
86
$317K 0.14%
3,819
+746
87
$316K 0.14%
2,253
88
$308K 0.14%
1,855
89
$303K 0.13%
+4,020
90
$295K 0.13%
+11,132
91
$293K 0.13%
+11,082
92
$292K 0.13%
1,201
93
$290K 0.13%
9,187
+1,747
94
$283K 0.13%
2,992
+23
95
$276K 0.12%
2,057
+1
96
$274K 0.12%
974
-12
97
$267K 0.12%
15,818
+295
98
$266K 0.12%
5,022
+9
99
$261K 0.12%
3,856
100
$259K 0.11%
+952
1 2 3
4
5