IWP
Insight Wealth Partners Portfolio holdings
AUM
$180M
1-Year Est. Return
6.68%
1 Year Est. Return
+6.68%
AUM
$166M
AUM Growth
+$8.33M
(+5.3%)
Holding
111
Top Buys
| 1 | +$944K | |
| 2 | +$812K | |
| 3 | +$749K | |
| 4 |
USCF Midstream Energy Income Fund
UMI
|
+$701K |
| 5 |
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
|
+$480K |
Top Sells
| 1 | +$583K | |
| 2 | +$452K | |
| 3 | +$381K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$235K |
| 5 |
NVIDIA
NVDA
|
+$226K |
Sector Composition
| 1 | Technology | 6.9% |
| 2 | Consumer Discretionary | 2.43% |
| 3 | Energy | 2.38% |
| 4 | Industrials | 1.22% |
| 5 | Financials | 0.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Costco
COST
$412B
| $221K | 0.04% |
234
-46
|
|
||
102
Palantir
PLTR
$449B
| $218K | 0.04% |
+2,586
|
|
||
|
TOPT
103
iShares Top 20 U.S. Stocks ETF
TOPT
$336M
| $205K | 0.03% |
+8,615
|
|
||
104
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.88B
| $202K | 0.03% |
3,502
|
|
||
105
Unisys
UIS
$268M
| $169K | 0.03% |
36,859
|
|
||
106
ARK Innovation ETF
ARKK
$9.42B
| – | – |
0
|
|
||
107
Blackstone
BX
$120B
| – | – |
-1,183
|
|
||
108
iShares MSCI Emerging Markets ETF
EEM
$21.2B
| – | – |
0
|
|
||
109
iShares MSCI EAFE ETF
EFA
$69B
| – | – |
0
|
|
||
|
110
Alphabet (Google) Class A
GOOGL
$3.26T
| – | – |
-1,240
|
|
||
111
iShares Global Energy ETF
IXC
$1.87B
| – | – |
-9,981
|
|