IWP

Insight Wealth Partners Portfolio holdings

AUM $180M
1-Year Est. Return 6.68%
This Quarter Est. Return
1 Year Est. Return
+6.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$3.35M
3
+$2.89M
4
IAU icon
iShares Gold Trust
IAU
+$2.11M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.23M

Top Sells

1
+$1.86M
2
+$1.13M
3
+$975K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$843K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$773K

Sector Composition

1 Energy 5.63%
2 Technology 4.09%
3 Industrials 0.89%
4 Real Estate 0.7%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.8M 9.68%
274,121
+18,654
2
$10.4M 6.35%
75,122
+44,767
3
$10.2M 6.27%
122,990
+14,790
4
$6.25M 3.83%
172,373
+58,077
5
$5.91M 3.62%
24,390
-90
6
$5.62M 3.44%
103,652
+61,827
7
$5.13M 3.14%
43,736
+8,029
8
$5.07M 3.1%
91,888
+17,298
9
$4.55M 2.79%
183,483
+3,663
10
$3.78M 2.31%
72,808
-13,208
11
$3.1M 1.9%
27,404
+25,579
12
$2.67M 1.63%
23,000
-8,413
13
$2.52M 1.54%
85,703
-28,648
14
$2.5M 1.53%
28,615
-21,331
15
$2.23M 1.36%
63,967
+1,154
16
$1.86M 1.14%
14,974
+473
17
$1.81M 1.11%
13,585
+183
18
$1.7M 1.04%
30,272
-20,177
19
$1.49M 0.91%
26,929
+13,771
20
$1.29M 0.79%
7,851
+304
21
$1.15M 0.7%
51,373
+5,905
22
$1.1M 0.68%
73,152
+20,615
23
$1.1M 0.67%
50,124
+5,101
24
$1.04M 0.64%
47,735
+5,108
25
$977K 0.6%
46,074
+5,232
1
2 3