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
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$14.2M
3
+$4.05M
4
IG icon
Principal Investment Grade Corporate Active ETF
IG
+$1.2M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$675K

Top Sells

1
+$18.4M
2
+$11.6M
3
+$9.34M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.9M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.9M

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 14.52%
216,176
+117,429
2
$18.2M 10.11%
+222,262
3
$11M 6.11%
24,390
4
$6.66M 3.7%
180,886
+1,214
5
$6.27M 3.48%
125,910
-86,837
6
$6.12M 3.4%
49,118
-74,989
7
$5.57M 3.1%
112,313
-69,859
8
$5.28M 2.93%
54,001
+6,904
9
$4.24M 2.35%
152,594
-6,977
10
$4.09M 2.27%
49,660
-2,986
11
$4.05M 2.25%
+73,601
12
$3.74M 2.08%
71,264
-351,536
13
$2.45M 1.36%
159,676
+1,413
14
$2.11M 1.17%
11,498
+956
15
$2.06M 1.15%
18,803
-44,568
16
$1.9M 1.05%
18,645
+2,475
17
$1.57M 0.87%
31,492
+328
18
$1.56M 0.87%
20,020
-149,025
19
$1.3M 0.72%
9,471
20
$1.28M 0.71%
2,838
-565
21
$1.2M 0.67%
+49,792
22
$1.08M 0.6%
51,373
23
$1.07M 0.6%
6,138
-483
24
$1.07M 0.59%
19,119
25
$1.06M 0.59%
8,881
+5,084
1
2 3 4