IWP
Insight Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
+2.59%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$63.6M
AUM Growth
–
Cap. Flow
+$63.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.53%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$7.69M |
| 2 |
Chevron
CVX
|
$6.9M |
| 3 |
Texas Pacific Land
TPL
|
$6.38M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$4.29M |
| 5 |
Vident International Equity Strategy
VIDI
|
$4.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 22.94% |
| 2 | Technology | 5.21% |
| 3 | Industrials | 2.01% |
| 4 | Real Estate | 1.4% |
| 5 | Financials | 0.37% |
