IWP

Insight Wealth Partners Portfolio holdings

AUM $180M
1-Year Est. Return 6.68%
This Quarter Est. Return
1 Year Est. Return
+6.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$21.3M
2 +$993K
3 +$790K
4
NVDA icon
NVIDIA
NVDA
+$533K
5
PHYS icon
Sprott Physical Gold
PHYS
+$215K

Sector Composition

1 Technology 8.63%
2 Consumer Discretionary 2.43%
3 Energy 2.22%
4 Industrials 1.27%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,750
102
-46,917