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IWP
Insight Wealth Partners Portfolio holdings
AUM
$745M
1-Year Est. Return
25.89%
This Fund
S&P 500
This Quarter
Est. Return
+4.11%
1 Year Est. Return
+25.89%
3 Year Est. Return
+63.16%
5 Year Est. Return
+53.65%
10 Year Est. Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$61.7M
Cap. Flow
% of AUM
61.23%
Top 10 Holdings %
Top 10 Hldgs %
78.39%
Holding
39
New
39
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$7.66M |
| 2 |
Chevron
CVX
|
+$6.75M |
| 3 |
Texas Pacific Land
TPL
|
+$5.37M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$4.24M |
| 5 |
Vident US Bond Strategy ETF
VBND
|
+$4.16M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 79.86% |
| 2 | Energy | 14.47% |
| 3 | Technology | 3.28% |
| 4 | Industrials | 1.27% |
| 5 | Real Estate | 0.88% |
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Insight Wealth Partners's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Insight Wealth Partners, which disclosed 39 positions worth $101M. Its ten largest holdings account for 78% of the portfolio.
Its largest position is iShares iBoxx $ Investment Grade Corporate Bond ETF: 60,125 shares worth $7.69M.
By sector, the portfolio is most concentrated in Miscellaneous at 80% of assets, followed by Energy and Technology.
- Insight Wealth Partners's largest Q4 2019 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 60,125 shares worth $7.69M.
- Insight Wealth Partners's ten largest holdings make up 78% of its $101M portfolio in Q4 2019.
- Insight Wealth Partners disclosed 39 positions in Q4 2019, its first 13F filing on record.
Based on Insight Wealth Partners's 13F filing for Q4 2019, filed 16 Mar 2020.