IWP
Insight Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
-0.19%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(-3.6%)
Cap. Flow
-$2.07M
Cap. Flow
% of AUM
-1.31%
Top 10 Holdings %
Top 10 Hldgs %
46.28%
Holding
103
New
4
Increased
45
Reduced
32
Closed
9
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vident International Equity Strategy
VIDI
$382M
| – | – |
-8,859
| Closed | -$239K |
|
102
Energy Select Sector SPDR Fund
XLE
$27.6B
| – | – |
-2,432
| Closed | -$214K |
|
|
BSJO
103
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
| – | – |
-29,049
| Closed | -$660K |
|