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
$127M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$501K
3
+$474K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$437K
5
HOMB icon
Home BancShares
HOMB
+$225K

Top Sells

1
+$638K
2
+$596K
3
+$533K
4
HD icon
Home Depot
HD
+$459K
5
ABT icon
Abbott
ABT
+$361K

Sector Composition

1 Energy 11.92%
2 Technology 3.29%
3 Industrials 0.85%
4 Real Estate 0.64%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.2M 18.21%
220,148
+3,972
2
$17.7M 13.33%
228,362
+6,100
3
$12.1M 9.09%
24,390
4
$6.25M 4.7%
182,223
+1,337
5
$5.9M 4.43%
126,804
+894
6
$5.58M 4.19%
48,987
-131
7
$5.14M 3.86%
109,828
-2,485
8
$4.59M 3.45%
53,832
-169
9
$3.74M 2.81%
73,319
-282
10
$3.71M 2.79%
150,895
-1,699
11
$3.66M 2.75%
49,720
+60
12
$3.41M 2.57%
70,890
-374
13
$2.27M 1.71%
160,441
+765
14
$1.83M 1.37%
17,194
-1,609
15
$1.79M 1.34%
18,775
+130
16
$1.53M 1.15%
31,719
+227
17
$1.47M 1.11%
9,587
-1,911
18
$1.4M 1.05%
18,393
-1,627
19
$1.15M 0.86%
9,471
20
$1.09M 0.82%
3,926
+2,618
21
$1.08M 0.81%
16,518
+7,637
22
$1.08M 0.81%
49,325
-467
23
$959K 0.72%
11,203
+1,003
24
$957K 0.72%
46,150
-5,223
25
$941K 0.71%
44,914
-5,210
1
2 3