IWP
Insight Wealth Partners Portfolio holdings
AUM
$226M
1-Year Est. Return
9.54%
1 Year Est. Return
+9.54%
AUM
$180M
AUM Growth
+$14M
(+8.4%)
Holding
113
Top Buys
| 1 | +$15.6M | |
| 2 | +$7.2M | |
| 3 | +$1.46M | |
| 4 |
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
|
+$354K |
| 5 |
JPMorgan Active Bond ETF
JBND
|
+$348K |
Top Sells
| 1 | +$12.8M | |
| 2 | +$4.39M | |
| 3 | +$1.6M | |
| 4 |
Texas Instruments
TXN
|
+$928K |
| 5 |
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
|
+$804K |
Sector Composition
| 1 | Technology | 7.87% |
| 2 | Consumer Discretionary | 2.57% |
| 3 | Energy | 1.89% |
| 4 | Industrials | 1.32% |
| 5 | Financials | 1.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.84B
| $216K | 0.08% |
3,502
|
|
||
102
Oracle
ORCL
$635B
| $216K | 0.08% |
+986
|
|
||
103
Berkshire Hathaway Class B
BRK.B
$1.1T
| $212K | 0.08% |
+437
|
|
||
104
Alphabet (Google) Class A
GOOGL
$3.34T
| $212K | 0.08% |
+1,201
|
|
||
105
Enterprise Products Partners
EPD
$69.8B
| $204K | 0.08% |
+6,564
|
|
||
106
IBM
IBM
$286B
| $203K | 0.08% |
+690
|
|
||
107
Unisys
UIS
$188M
| $167K | 0.06% |
36,859
|
|
||
108
BP
BP
$93.4B
| – | – |
-6,643
|
|
||
109
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
| – | – |
-34,612
|
|
||
|
110
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$677M
| – | – |
-34,896
|
|
||
111
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$136M
| – | – |
-15,381
|
|
||
112
iShares MSCI Emerging Markets ETF
EEM
$20.9B
| – | – |
0
|
|
||
113
iShares MSCI EAFE ETF
EFA
$68.7B
| – | – |
0
|
|