IWP
Insight Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
-17.28%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$62.1M
AUM Growth
+$62.1M
(-2.4%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
16.74%
Top 10 Holdings %
Top 10 Hldgs %
74.81%
Holding
39
New
1
Increased
9
Reduced
6
Closed
4
Top Buys
Top Sells
| 1 |
Chevron
CVX
|
$4.13M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.39M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$507K |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$448K |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$348K |
Sector Composition
| 1 | Energy | 5.06% |
| 2 | Technology | 4.19% |
| 3 | Industrials | 1.39% |
| 4 | Real Estate | 1.03% |
| 5 | Financials | 0% |
