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
$111M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.32M
3
+$1.87M
4
ABBV icon
AbbVie
ABBV
+$918K
5
ABT icon
Abbott
ABT
+$535K

Top Sells

1
+$2.72M
2
+$242K
3
+$201K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$110K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$89K

Sector Composition

1 Energy 15.1%
2 Technology 4.87%
3 Healthcare 1.31%
4 Industrials 1.14%
5 Consumer Discretionary 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 3.1%
24,390
2
$13.4M 3%
584,309
+101,603
3
$9.89M 2.22%
90,208
+21,916
4
$6.35M 1.43%
170,056
-1,326
5
$5.71M 1.28%
124,165
+2,178
6
$5.67M 1.27%
51,437
-694
7
$4.62M 1.04%
97,896
+1,568
8
$4.34M 0.97%
195,254
+348
9
$3.63M 0.81%
42,017
-782
10
$3.06M 0.69%
40,566
+1,102
11
$2.93M 0.66%
116,013
+703
12
$2.74M 0.61%
176,943
-2,733
13
$2.53M 0.57%
23,497
+151
14
$2.17M 0.49%
23,398
-959
15
$2.07M 0.46%
44,854
+130
16
$1.87M 0.42%
+37,175
17
$1.79M 0.4%
9,626
+989
18
$1.52M 0.34%
20,779
+1,138
19
$1.37M 0.31%
17,889
-35,435
20
$1.28M 0.29%
9,471
-3
21
$1.24M 0.28%
16,230
+113
22
$1.12M 0.25%
3,926
23
$947K 0.21%
44,914
24
$932K 0.21%
45,252
25
$918K 0.21%
+5,762
1
2 3