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
$63.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$6.75M
3
+$5.37M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.24M
5
VBND icon
Vident US Bond Strategy ETF
VBND
+$4.16M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.69M 12.1%
+60,125
2
$6.9M 10.85%
+57,272
3
$6.38M 10.02%
+73,440
4
$4.29M 6.74%
+48,741
5
$4.2M 6.6%
+166,629
6
$4.13M 6.49%
+82,085
7
$3.62M 5.69%
+31,560
8
$2.48M 3.9%
+47,971
9
$2.14M 3.36%
+73,745
10
$1.77M 2.78%
+53,417
11
$1.53M 2.4%
+27,915
12
$1.39M 2.18%
+11,033
13
$1.37M 2.16%
+50,598
14
$1.06M 1.67%
+8,297
15
$994K 1.56%
+46,278
16
$977K 1.54%
+45,828
17
$934K 1.47%
+43,416
18
$927K 1.46%
+19,319
19
$889K 1.4%
+11,336
20
$884K 1.39%
+41,633
21
$809K 1.27%
+33,799
22
$725K 1.14%
+29,386
23
$725K 1.14%
+3,300
24
$708K 1.11%
+33,259
25
$641K 1.01%
+25,138
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