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

Top Buys

1
+$3.38M
2
+$1.21M
3
+$791K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$783K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$732K

Top Sells

1
+$687K
2
+$334K
3
+$284K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$226K
5
ABBV icon
AbbVie
ABBV
+$164K

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 3.51%
404,533
+66,995
2
$14.2M 2.45%
24,585
3
$13.4M 2.31%
577,591
-2,169
4
$10.1M 1.74%
92,765
+7,264
5
$6.85M 1.18%
151,197
+26,697
6
$6.57M 1.13%
156,509
+777
7
$4.61M 0.79%
42,953
+7,290
8
$4.35M 0.75%
32,467
+2,177
9
$3.96M 0.68%
84,494
+15,632
10
$3.05M 0.53%
34,032
+1,912
11
$3.05M 0.53%
137,870
-31,047
12
$3.01M 0.52%
38,698
+5,329
13
$2.81M 0.48%
26,125
+5,176
14
$2.76M 0.48%
159,627
-1,649
15
$2.76M 0.47%
30,510
+5,220
16
$2.73M 0.47%
101,468
+9,657
17
$2.11M 0.36%
44,857
+8,020
18
$2.09M 0.36%
22,799
+4,080
19
$1.91M 0.33%
39,891
+5,465
20
$1.89M 0.33%
9,536
21
$1.7M 0.29%
82,176
+16,292
22
$1.68M 0.29%
9,615
+304
23
$1.61M 0.28%
9,386
+1,492
24
$1.55M 0.27%
8,601
+797
25
$1.46M 0.25%
15,597
+2,796
1
2 3 4