IWP

Insight Wealth Partners Portfolio holdings

AUM $226M
1-Year Est. Return 9.54%
This Quarter Est. Return
1 Year Est. Return
+9.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$944K
2
+$812K
3
+$749K
4
UMI icon
USCF Midstream Energy Income Fund
UMI
+$701K
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$480K

Top Sells

1
+$583K
2
+$452K
3
+$381K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$235K
5
NVDA icon
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
$221K 0.04%
234
-46
102
$218K 0.04%
+2,586
103
$205K 0.03%
+8,615
104
$202K 0.03%
3,502
105
$169K 0.03%
36,859
106
– –
0
107
– –
-1,183
108
– –
0
109
– –
0
110
– –
-1,240
111
– –
-9,981
1 2 3 4
5