IWP
Insight Wealth Partners Portfolio holdings
AUM
$240M
1-Year Est. Return
16.78%
This Fund
S&P 500
1 Year Est. Return
+16.78%
AUM
$240M
AUM Growth
+$14.1M
(+6.2%)
Holding
126
Top Buys
| 1 | +$3.4M | |
| 2 | +$1.48M | |
| 3 | +$913K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$909K |
| 5 |
Rocket Lab Corp
RKLB
|
+$685K |
Top Sells
| 1 | +$806K | |
| 2 | +$619K | |
| 3 | +$571K | |
| 4 |
Direxion Daily S&P 500 Bull 3x ETF
SPXL
|
+$491K |
| 5 |
Accenture
ACN
|
+$431K |
Sector Composition
| 1 | Technology | 6.27% |
| 2 | Consumer Discretionary | 2.52% |
| 3 | Industrials | 1.73% |
| 4 | Energy | 1.42% |
| 5 | Communication Services | 0.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
ServiceNow
NOW
$118B
| – | – |
-1,840
|
|