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
$154M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$1.21M
3
+$789K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$779K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$730K

Top Sells

1
+$691K
2
+$335K
3
+$298K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$226K
5
ABBV icon
AbbVie
ABBV
+$155K

Sector Composition

1 Energy 11.6%
2 Technology 6.55%
3 Consumer Discretionary 1.86%
4 Industrials 1.03%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.4M 13.26%
404,533
+66,995
2
$14.2M 9.24%
73,755
3
$13.4M 8.7%
577,591
-2,169
4
$10.1M 6.56%
92,765
+7,264
5
$6.85M 4.45%
151,197
+26,697
6
$6.57M 4.27%
156,509
+777
7
$4.61M 3%
42,953
+7,290
8
$4.35M 2.83%
32,467
+2,177
9
$3.96M 2.57%
84,494
+15,632
10
$3.05M 1.98%
34,032
+1,912
11
$3.05M 1.98%
137,870
-31,047
12
$3.01M 1.95%
38,698
+5,329
13
$2.81M 1.83%
26,125
+5,176
14
$2.76M 1.79%
159,627
-1,649
15
$2.76M 1.79%
30,510
+5,220
16
$2.73M 1.77%
101,468
+9,657
17
$2.11M 1.37%
44,857
+8,020
18
$2.09M 1.36%
22,799
+4,080
19
$1.91M 1.24%
39,891
+5,465
20
$1.89M 1.23%
9,536
21
$1.7M 1.1%
82,176
+16,292
22
$1.68M 1.09%
9,615
+304
23
$1.61M 1.05%
9,386
+1,492
24
$1.55M 1.01%
8,601
+797
25
$1.46M 0.95%
15,597
+2,796
1
2 3 4