IWP
Insight Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
+1.84%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$157M
AUM Growth
+$157M
(+11%)
Cap. Flow
+$5.06M
Cap. Flow
% of AUM
3.23%
Top 10 Holdings %
Top 10 Hldgs %
67.77%
Holding
57
New
5
Increased
12
Reduced
20
Closed
1
Top Buys
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$6.85M |
| 2 |
Vident International Equity Strategy
VIDI
|
$1.37M |
| 3 |
Vident US Bond Strategy ETF
VBND
|
$853K |
| 4 |
Vident US Equity Strategy ETF
VUSE
|
$711K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$295K |
Sector Composition
| 1 | Energy | 9.06% |
| 2 | Technology | 2.54% |
| 3 | Industrials | 0.68% |
| 4 | Real Estate | 0.48% |
| 5 | Consumer Discretionary | 0.15% |
