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
$226M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$1.65M
3
+$1.56M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.11M
5
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$1.1M

Top Sells

1
+$3.01M
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
BND icon
101
Vanguard Total Bond Market
BND
$144B
$255K 0.08%
3,435
-638
COST icon
102
Costco
COST
$393B
$249K 0.08%
269
-13
EPD icon
103
Enterprise Products Partners
EPD
$69.5B
$241K 0.07%
7,714
+1,150
XTOC icon
104
Innovator US Equity Accelerated Plus ETF October
XTOC
$18.3M
$231K 0.07%
+7,090
DE icon
105
Deere & Co
DE
$131B
$226K 0.07%
495
DDFL
106
Innovator Equity Dual Directional 15 Buffer ETF - July
DDFL
$80.7M
$224K 0.07%
+11,110
LLY icon
107
Eli Lilly
LLY
$920B
$224K 0.07%
294
-94
AOR icon
108
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.03B
$223K 0.07%
3,467
-35
KO icon
109
Coca-Cola
KO
$303B
$222K 0.07%
3,355
-25
BP icon
110
BP
BP
$90B
$221K 0.07%
+6,410
BRK.B icon
111
Berkshire Hathaway Class B
BRK.B
$1.08T
$220K 0.07%
437
AOA icon
112
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.71B
$211K 0.06%
+2,390
VIDI icon
113
Vident International Equity Strategy
VIDI
$399M
$204K 0.06%
+6,366
UIS icon
114
Unisys
UIS
$209M
$144K 0.04%
36,859
KBDC
115
Kayne Anderson BDC
KBDC
$1.04B
– –
-21,559
JAJL
116
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$233M
– –
-12,150
IBM icon
117
IBM
IBM
$289B
– –
-690
TPL icon
118
Texas Pacific Land
TPL
$19.3B
– –
-208
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