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
$142M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.57M
3
+$5.03M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$3.69M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$2.73M

Top Sells

1
+$5.91M
2
+$1.29M
3
+$1.23M
4
QEP
QEP RESOURCES, INC.
QEP
+$450K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$393K

Sector Composition

1 Technology 2.76%
2 Industrials 0.91%
3 Energy 0.69%
4 Real Estate 0.53%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 8.91%
322,934
+48,813
2
$11.9M 5.87%
+95,034
3
$11.8M 5.79%
142,493
+19,503
4
$11.6M 5.7%
89,022
+13,900
5
$9.12M 4.49%
173,994
+70,342
6
$7.57M 3.73%
+143,555
7
$7.23M 3.56%
62,290
+18,554
8
$6.79M 3.34%
52,282
+38,697
9
$6.49M 3.19%
199,456
+27,083
10
$4.93M 2.43%
90,270
-1,618
11
$4.75M 2.34%
173,603
-9,880
12
$4.24M 2.09%
145,059
+59,356
13
$4.12M 2.03%
37,809
+14,809
14
$3.88M 1.91%
44,479
+15,864
15
$3.35M 1.65%
66,458
-6,350
16
$2.67M 1.31%
63,857
-110
17
$1.85M 0.91%
15,447
+473
18
$1.71M 0.84%
15,644
-11,760
19
$1.48M 0.73%
7,851
20
$1.48M 0.73%
27,508
+579
21
$1.14M 0.56%
51,373
22
$1.09M 0.54%
81,373
+8,221
23
$1.09M 0.54%
50,124
24
$1.03M 0.51%
47,735
25
$999K 0.49%
19,319
1
2 3