IWP

Insight Wealth Partners Portfolio holdings

AUM $240M
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$14.6M
3
+$4.18M
4
IG icon
Principal Investment Grade Corporate Active ETF
IG
+$1.24M
5
F icon
Ford
F
+$727K

Top Sells

1
+$19M
2
+$11.9M
3
+$9.43M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.9M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.03M

Sector Composition

1 Energy 9.66%
2 Technology 4.61%
3 Consumer Discretionary 1.3%
4 Industrials 0.96%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.1M 18.45%
216,176
+117,429
2
$18.2M 12.84%
+222,262
3
$11M 7.76%
73,170
4
$6.66M 4.7%
180,886
+1,214
5
$6.27M 4.42%
125,910
-86,837
6
$6.12M 4.32%
49,118
-74,989
7
$5.57M 3.93%
112,313
-69,859
8
$5.28M 3.72%
54,001
+6,904
9
$4.24M 2.99%
152,594
-6,977
10
$4.09M 2.88%
49,660
-2,986
11
$4.05M 2.86%
+73,601
12
$3.74M 2.64%
71,264
-351,536
13
$2.45M 1.73%
159,676
+1,413
14
$2.11M 1.49%
11,498
+956
15
$2.06M 1.45%
18,803
-44,568
16
$1.9M 1.34%
18,645
+2,475
17
$1.57M 1.11%
31,492
+328
18
$1.56M 1.1%
20,020
-149,025
19
$1.3M 0.92%
9,471
20
$1.28M 0.9%
2,838
-565
21
$1.2M 0.85%
+49,792
22
$1.08M 0.76%
51,373
23
$1.07M 0.76%
6,138
-483
24
$1.07M 0.75%
19,119
25
$1.06M 0.75%
8,881
+5,084
1
2 3 4