IWP

Insight Wealth Partners Portfolio holdings

AUM $180M
This Quarter Return
+0.01%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
Cap. Flow
+$6M
Cap. Flow %
5.41%
Top 10 Hldgs %
63.54%
Holding
62
New
4
Increased
27
Reduced
12
Closed
2

Top Buys

1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$2.4M
2
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$2.32M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
$1.87M
4
ABBV icon
AbbVie
ABBV
$918K
5
ABT icon
Abbott
ABT
$535K

Top Sells

1
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
$2.72M
2
PFE icon
Pfizer
PFE
$242K
3
DE icon
Deere & Co
DE
$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 Shares
Change % 		Capital Flow
TPL icon
1
Texas Pacific Land
TPL
$21.5B
$13.8M 3.1%
8,130
– –
BSJQ icon
2
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.14B
$13.4M 3%
584,309
+101,603
+21% +$2.32M
LQD icon
3
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$9.89M 2.22%
90,208
+21,916
+32% +$2.4M
IAU icon
4
iShares Gold Trust
IAU
$50.6B
$6.35M 1.43%
170,056
-1,326
-0.8% -$49.6K
FBND icon
5
Fidelity Total Bond ETF
FBND
$20.3B
$5.71M 1.28%
124,165
+2,178
+2% +$100K
TIP icon
6
iShares TIPS Bond ETF
TIP
$13.6B
$5.67M 1.27%
51,437
-694
-1% -$76.5K
GTO icon
7
Invesco Total Return Bond ETF
GTO
$1.9B
$4.62M 1.04%
97,896
+1,568
+2% +$74K
BSMU icon
8
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$175M
$4.34M 0.97%
195,254
+348
+0.2% +$7.74K
EMB icon
9
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$3.63M 0.81%
42,017
-782
-2% -$67.5K
HYG icon
10
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$3.06M 0.69%
40,566
+1,102
+3% +$83.3K
FALN icon
11
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
$2.93M 0.66%
116,013
+703
+0.6% +$17.8K
PHYS icon
12
Sprott Physical Gold
PHYS
$12B
$2.74M 0.61%
176,943
-2,733
-2% -$42.3K
MUB icon
13
iShares National Muni Bond ETF
MUB
$38.6B
$2.53M 0.57%
23,497
+151
+0.6% +$16.3K
BOND icon
14
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.81B
$2.17M 0.49%
23,398
-959
-4% -$89K
CMBS icon
15
iShares CMBS ETF
CMBS
$465M
$2.07M 0.46%
44,854
+130
+0.3% +$6K
JPST icon
16
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
$1.87M 0.42%
+37,175
New +$1.87M
TXN icon
17
Texas Instruments
TXN
$184B
$1.79M 0.4%
9,626
+989
+11% +$184K
SPXL icon
18
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.45B
$1.52M 0.34%
20,779
+1,138
+6% +$83.3K
BIV icon
19
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$1.37M 0.31%
17,889
-35,435
-66% -$2.72M
FANG icon
20
Diamondback Energy
FANG
$43.1B
$1.28M 0.29%
9,471
-3
-0% -$406
VCSH icon
21
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
$1.24M 0.28%
16,230
+113
+0.7% +$8.61K
ACN icon
22
Accenture
ACN
$162B
$1.12M 0.25%
3,926
– –
BSCN
23
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
$947K 0.21%
44,914
– –
BSCO
24
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$932K 0.21%
45,252
– –
ABBV icon
25
AbbVie
ABBV
$372B
$918K 0.21%
+5,762
New +$918K
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