IWP
Insight Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
+1.56%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$164M
AUM Growth
+$164M
(+6.2%)
Cap. Flow
+$4.63M
Cap. Flow
% of AUM
2.83%
Top 10 Holdings %
Top 10 Hldgs %
46.73%
Holding
102
New
12
Increased
55
Reduced
18
Closed
3
Top Buys
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$21.3M |
| 2 |
SILA
Sila Realty Trust, Inc.
SILA
|
$993K |
| 3 |
Vanguard Total Bond Market
BND
|
$790K |
| 4 |
NVIDIA
NVDA
|
$533K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Qorvo
QRVO
$8.4B
| – | – |
-1,750
| Closed | -$203K |
|
|
SILA
102
Sila Realty Trust, Inc.
SILA
$1.38B
| – | – |
-46,917
| Closed | -$993K |
|