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
$181M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.72M
3
+$1.58M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.33M

Top Sells

1
+$972K
2
+$677K
3
+$441K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$361K
5
VBND icon
Vident US Bond Strategy ETF
VBND
+$269K

Sector Composition

1 Energy 6.75%
2 Technology 4.24%
3 Financials 1.07%
4 Industrials 1.02%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.8M 4.46%
422,800
+49,718
2
$16M 3%
124,107
+13,310
3
$13.7M 2.57%
169,045
+19,424
4
$13.1M 2.45%
98,747
+7,733
5
$11.3M 2.11%
212,747
+26,366
6
$10.2M 1.9%
24,390
7
$9.64M 1.8%
182,172
+1,303
8
$8.9M 1.66%
69,204
-2,802
9
$7.37M 1.38%
63,371
+2,062
10
$6.25M 1.17%
179,672
+2,113
11
$5.14M 0.96%
47,097
+8,507
12
$4.9M 0.92%
89,312
+2,165
13
$4.78M 0.89%
159,571
+13,222
14
$4.58M 0.86%
52,646
+7,444
15
$2.27M 0.43%
158,263
+15,582
16
$1.99M 0.37%
10,542
+2,691
17
$1.77M 0.33%
16,170
+1,184
18
$1.65M 0.31%
31,164
+3,641
19
$1.62M 0.3%
3,403
+2,803
20
$1.33M 0.25%
14,034
+343
21
$1.21M 0.23%
19,119
22
$1.18M 0.22%
6,621
+2,311
23
$1.12M 0.21%
51,373
24
$1.08M 0.2%
50,124
25
$1.02M 0.19%
71,436
+17,667
1
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