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
$120M
AUM Growth
+$9.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$1.96M
3
+$1.95M
4
TACK icon
Fairlead Tactical Sector ETF
TACK
+$940K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$735K

Top Sells

1
+$1.45M
2
+$1.24M
3
+$742K
4
IAU icon
iShares Gold Trust
IAU
+$716K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$555K

Sector Composition

1 Energy 11.26%
2 Technology 5.35%
3 Industrials 1.11%
4 Healthcare 0.98%
5 Consumer Discretionary 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.7M 3.17%
600,427
+16,118
2
$10.8M 2.5%
214,965
+177,790
3
$10.7M 2.48%
24,390
4
$9.42M 2.18%
87,135
-3,073
5
$5.47M 1.27%
150,391
-19,665
6
$5.31M 1.23%
117,015
-7,150
7
$4.3M 1%
39,951
-11,486
8
$4.18M 0.97%
190,366
-4,888
9
$3.1M 0.72%
66,740
-31,156
10
$2.89M 0.67%
33,439
-8,578
11
$2.58M 0.6%
34,397
-6,169
12
$2.51M 0.58%
168,512
-8,431
13
$2.39M 0.55%
94,153
-21,860
14
$2.24M 0.52%
21,019
-2,478
15
$1.98M 0.46%
22,035
+1,256
16
$1.96M 0.45%
+39,680
17
$1.95M 0.45%
+19,490
18
$1.73M 0.4%
9,626
19
$1.72M 0.4%
18,750
-4,648
20
$1.6M 0.37%
34,914
-9,940
21
$1.32M 0.31%
58,775
+32,012
22
$1.32M 0.31%
6,801
+1,242
23
$1.25M 0.29%
9,536
+65
24
$1.21M 0.28%
3,926
25
$1.13M 0.26%
15,058
-2,831
1
2 3