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
$158M
AUM Growth
-$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.53%
2 Consumer Discretionary 2.73%
3 Energy 2.16%
4 Industrials 1.35%
5 Financials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,859
102
-2,432
103
-29,049