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
$62.1M
AUM Growth
-$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$1.93M
3
+$1.51M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$1.17M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.13M

Top Sells

1
+$5.61M
2
+$1.39M
3
+$510K
4
PXD
Pioneer Natural Resource Co.
PXD
+$507K
5
SLB icon
SLB Ltd
SLB
+$385K

Sector Composition

1 Energy 5.06%
2 Technology 4.19%
3 Industrials 1.39%
4 Real Estate 1.03%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 19.18%
+456,860
2
$8.89M 14.33%
71,996
+11,871
3
$4.41M 7.11%
85,281
+37,310
4
$4.14M 6.67%
85,828
+3,743
5
$3.41M 5.49%
44,221
-4,520
6
$3.1M 5%
73,440
7
$2.98M 4.8%
174,779
+8,150
8
$2.65M 4.26%
48,381
+20,466
9
$2.6M 4.2%
26,931
-4,629
10
$2.34M 3.77%
77,690
+3,945
11
$2.15M 3.47%
95,866
+45,268
12
$1.21M 1.95%
53,919
+502
13
$956K 1.54%
46,278
14
$950K 1.53%
45,828
15
$920K 1.48%
43,416
16
$873K 1.41%
41,633
17
$829K 1.34%
8,297
18
$777K 1.25%
33,799
19
$759K 1.22%
19,319
20
$699K 1.13%
33,259
21
$651K 1.05%
29,386
22
$638K 1.03%
11,214
-122
23
$558K 0.9%
25,138
24
$554K 0.89%
25,568
25
$539K 0.87%
24,010
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