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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
$247M
AUM Growth
+$7.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.86M
3
+$993K
4
ZJAN
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
+$955K
5
SNDK
Sandisk
SNDK
+$904K

Top Sells

1
+$3.58M
2
+$914K
3
+$834K
4
BROS icon
Dutch Bros
BROS
+$714K
5
PHYS icon
Sprott Physical Gold
PHYS
+$699K

Sector Composition

1 Technology 6.07%
2 Energy 2.22%
3 Consumer Discretionary 1.99%
4 Industrials 1.44%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGSB icon
101
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$266K 0.11%
5,059
+43
DE icon
102
Deere & Co
DE
$153B
$264K 0.11%
468
WPC icon
103
W.P. Carey
WPC
$16.8B
$264K 0.11%
3,878
+8
KO icon
104
Coca-Cola
KO
$355B
$263K 0.11%
3,452
+4
COST icon
105
Costco
COST
$433B
$262K 0.11%
263
+5
BP icon
106
BP
BP
$110B
$262K 0.11%
+5,566
XAR icon
107
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.38B
$259K 0.1%
+1,020
BSJR icon
108
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$850M
$250K 0.1%
11,196
+224
VIDI icon
109
Vident International Equity Strategy
VIDI
$453M
$225K 0.09%
6,238
+70
IWM icon
110
iShares Russell 2000 ETF
IWM
$80.2B
$219K 0.09%
885
SHY icon
111
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$218K 0.09%
2,637
-869
SHYG icon
112
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.55B
$217K 0.09%
5,130
-2,301
AOR icon
113
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.61B
$217K 0.09%
3,370
-17
PFF icon
114
iShares Preferred and Income Securities ETF
PFF
$13.6B
$213K 0.09%
7,035
-2,152
GOOG icon
115
Alphabet (Google) Class C
GOOG
$4.35T
$208K 0.08%
725
+32
CL icon
116
Colgate-Palmolive
CL
$71.5B
$208K 0.08%
2,439
-414
GS icon
117
Goldman Sachs
GS
$306B
$203K 0.08%
+240
UIS icon
118
Unisys
UIS
$277M
$68K 0.03%
32,859
BALT icon
119
Innovator Defined Wealth Shield ETF
BALT
$2.47B
– –
-14,433
BND icon
120
Vanguard Total Bond Market
BND
$157B
– –
-3,249
ABT icon
121
Abbott
ABT
$156B
– –
-2,117
APP icon
122
Applovin
APP
$161B
– –
-392
BROS icon
123
Dutch Bros
BROS
$8.92B
– –
-11,657
CVNA icon
124
Carvana
CVNA
$48.6B
– –
-10,825
HOOD icon
125
Robinhood
HOOD
$83.1B
– –
-2,316
2 3 4
5
6