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IWP

Insight Wealth Partners Portfolio holdings

AUM $247M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$1.63M
3
+$1.55M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.1M
5
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$1.09M

Top Sells

1
+$2.71M
2
+$2.5M
3
+$342K
4
KBDC
Kayne Anderson BDC
KBDC
+$329K
5
TPL icon
Texas Pacific Land
TPL
+$220K

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 2.45%
3 Energy 1.61%
4 Industrials 1.15%
5 Financials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$255K 0.11%
3,435
-638
102
$249K 0.11%
269
-13
103
$241K 0.11%
7,714
+1,150
104
$231K 0.1%
+7,090
105
$226K 0.1%
495
106
$224K 0.1%
+11,110
107
$224K 0.1%
294
-94
108
$223K 0.1%
3,467
-35
109
$222K 0.1%
3,355
-25
110
$221K 0.1%
+6,410
111
$220K 0.1%
437
112
$211K 0.09%
+2,390
113
$204K 0.09%
+6,366
114
$144K 0.06%
36,859
115
– –
-21,559
116
– –
-690
117
– –
-624
118
– –
-12,150
1 2 3 4
5