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
$157M
AUM Growth
+$485K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.2M
3
+$2.18M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.78M
5
PHYS icon
Sprott Physical Gold
PHYS
+$698K

Top Sells

1
+$1.97M
2
+$1.62M
3
+$1.16M
4
IAU icon
iShares Gold Trust
IAU
+$609K
5
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$202K

Sector Composition

1 Energy 7.01%
2 Technology 2.48%
3 Industrials 0.64%
4 Real Estate 0.46%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.2M 11.36%
373,082
+31,345
2
$14.1M 7.58%
110,797
+17,247
3
$12.3M 6.61%
149,621
+8,053
4
$12.1M 6.49%
91,014
-1,348
5
$9.9M 5.31%
186,381
+3,705
6
$9.83M 5.27%
24,390
7
$9.63M 5.16%
180,869
+40,896
8
$9.37M 5.02%
72,006
+19,872
9
$7.12M 3.82%
61,309
+1,533
10
$5.93M 3.18%
177,559
-18,242
11
$4.77M 2.56%
87,147
-3,029
12
$4.41M 2.36%
146,349
+555
13
$4.25M 2.28%
38,590
+439
14
$3.96M 2.12%
45,202
+981
15
$1.97M 1.06%
142,681
+50,562
16
$1.66M 0.89%
14,986
-666
17
$1.51M 0.81%
13,691
-1,476
18
$1.51M 0.81%
7,851
19
$1.49M 0.8%
27,523
+7
20
$1.35M 0.72%
50,743
-74,012
21
$1.14M 0.61%
51,373
22
$1.09M 0.58%
50,124
23
$1.04M 0.56%
19,119
-200
24
$1.03M 0.55%
47,735
25
$972K 0.52%
46,074
1
2 3