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
$119M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$259K
3
+$221K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$199K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$175K

Top Sells

1
+$1.13M
2
+$931K
3
+$503K
4
BSMU icon
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
+$394K
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$353K

Sector Composition

1 Energy 15.18%
2 Technology 5.17%
3 Consumer Discretionary 0.98%
4 Industrials 0.98%
5 Healthcare 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.8M 2.87%
24,390
2
$13.4M 2.59%
592,571
-7,856
3
$10.7M 2.07%
212,850
-2,115
4
$8.8M 1.7%
86,264
-871
5
$5.27M 1.02%
120,886
+3,871
6
$5.21M 1.01%
148,923
-1,468
7
$3.99M 0.77%
38,480
-1,471
8
$3.58M 0.69%
171,495
-18,871
9
$3M 0.58%
67,182
+442
10
$2.75M 0.53%
33,376
-63
11
$2.59M 0.5%
33,104
+11,069
12
$2.53M 0.49%
34,357
-40
13
$2.33M 0.45%
93,989
-164
14
$2.31M 0.45%
161,551
-6,961
15
$2.12M 0.41%
20,707
-312
16
$1.87M 0.36%
18,654
-836
17
$1.69M 0.33%
19,265
+515
18
$1.61M 0.31%
32,557
-7,123
19
$1.61M 0.31%
35,718
+804
20
$1.51M 0.29%
9,511
-115
21
$1.48M 0.29%
9,536
22
$1.21M 0.23%
3,926
23
$1.19M 0.23%
6,969
+168
24
$1.11M 0.21%
56,216
+13,188
25
$955K 0.18%
42,141
+2,592
1
2 3