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IWP
Insight Wealth Partners Portfolio holdings
AUM
$247M
1-Year Est. Return
16.55%
This Fund
S&P 500
1 Year Est. Return
+16.55%
AUM
$247M
AUM Growth
+$7.1M
(+3%)
Holding
129
Top Buys
| 1 | +$3.59M | |
| 2 | +$2.86M | |
| 3 | +$993K | |
| 4 |
ZJAN
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
|
+$955K |
| 5 |
SNDK
Sandisk
SNDK
|
+$904K |
Top Sells
| 1 | +$3.58M | |
| 2 | +$914K | |
| 3 | +$834K | |
| 4 |
Dutch Bros
BROS
|
+$714K |
| 5 |
Sprott Physical Gold
PHYS
|
+$699K |
Sector Composition
| 1 | Technology | 6.07% |
| 2 | Energy | 2.22% |
| 3 | Consumer Discretionary | 1.99% |
| 4 | Industrials | 1.44% |
| 5 | Communication Services | 0.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
IBM
IBM
$258B
| – | – |
-685
|
|
||
|
KE
127
Kimball Electronics
KE
$607M
| – | – |
-13,259
|
|
||
128
D-Wave Quantum
QBTS
$8.82B
| – | – |
-9,196
|
|
||
129
Rocket Lab Corp
RKLB
$71.7B
| – | – |
-11,949
|
|