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
$132M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$593K
3
+$445K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$442K
5
AMZN icon
Amazon
AMZN
+$413K

Top Sells

1
+$870K
2
+$632K
3
+$624K
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$604K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$303K

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 2.94%
337,538
+124,688
2
$13.4M 2.32%
579,760
-12,811
3
$12.9M 2.23%
24,585
+195
4
$9.46M 1.64%
85,501
-763
5
$6.08M 1.05%
155,732
+6,809
6
$5.73M 0.99%
124,500
+3,614
7
$3.83M 0.66%
35,663
-2,817
8
$3.79M 0.66%
168,917
-2,578
9
$3.25M 0.56%
68,862
+1,680
10
$3.15M 0.55%
30,290
-2,814
11
$2.86M 0.5%
32,120
-1,256
12
$2.58M 0.45%
33,369
-988
13
$2.57M 0.45%
161,276
-275
14
$2.42M 0.42%
91,811
-2,178
15
$2.27M 0.39%
20,949
+242
16
$1.73M 0.3%
18,719
-546
17
$1.72M 0.3%
36,837
+1,119
18
$1.59M 0.28%
9,311
-200
19
$1.52M 0.26%
7,894
+925
20
$1.5M 0.26%
34,426
+13,621
21
$1.48M 0.26%
9,536
22
$1.38M 0.24%
65,884
+9,668
23
$1.38M 0.24%
3,926
24
$1.25M 0.22%
25,290
+8,310
25
$1.24M 0.22%
12,422
-6,232
1
2 3 4