IWP

Insight Wealth Partners Portfolio holdings

AUM $240M
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$7.18M
3
+$1.42M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$350K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$344K

Top Sells

1
+$12.7M
2
+$4.36M
3
+$1.57M
4
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$804K
5
TXN icon
Texas Instruments
TXN
+$794K

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
$216K 0.12%
3,502
102
$216K 0.12%
+986
103
$212K 0.12%
+437
104
$212K 0.12%
+1,201
105
$204K 0.11%
+6,564
106
$203K 0.11%
+690
107
$167K 0.09%
36,859
108
– –
0
109
– –
-6,643
110
– –
-34,612
111
– –
-34,896
112
– –
-15,381
113
– –
0
1 2 3 4
5