IWP

Insight Wealth Partners Portfolio holdings

AUM $240M
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$557K
3
+$412K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$389K
5
NVDA icon
NVIDIA
NVDA
+$385K

Top Sells

1
+$870K
2
+$632K
3
+$625K
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$604K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$295K

Sector Composition

1 Energy 12.02%
2 Technology 6.09%
3 Consumer Discretionary 1.56%
4 Healthcare 1.01%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17M 12.8%
337,538
+124,688
2
$13.4M 10.12%
579,760
-12,811
3
$12.9M 9.73%
73,755
+585
4
$9.46M 7.14%
85,501
-763
5
$6.08M 4.59%
155,732
+6,809
6
$5.73M 4.33%
124,500
+3,614
7
$3.83M 2.89%
35,663
-2,817
8
$3.79M 2.86%
168,917
-2,578
9
$3.25M 2.46%
68,862
+1,680
10
$3.15M 2.38%
30,290
-2,814
11
$2.86M 2.16%
32,120
-1,256
12
$2.58M 1.95%
33,369
-988
13
$2.57M 1.94%
161,276
-275
14
$2.42M 1.83%
91,811
-2,178
15
$2.27M 1.71%
20,949
+242
16
$1.73M 1.31%
18,719
-546
17
$1.72M 1.3%
36,837
+1,119
18
$1.59M 1.2%
9,311
-200
19
$1.52M 1.15%
7,894
+925
20
$1.5M 1.13%
34,426
+13,621
21
$1.48M 1.12%
9,536
22
$1.38M 1.04%
65,884
+9,668
23
$1.38M 1.04%
3,926
24
$1.25M 0.95%
25,290
+8,310
25
$1.24M 0.94%
12,422
-6,232
1
2 3 4