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
+$348K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$993K
3
+$476K
4
NVDA icon
NVIDIA
NVDA
+$447K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$280K

Top Sells

1
+$14.2M
2
+$388K
3
+$277K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$259K
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$241K

Sector Composition

1 Technology 8.01%
2 Energy 2.39%
3 Consumer Discretionary 2.38%
4 Industrials 1.1%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.5M 5.1%
583,941
+179,408
2
$13.1M 2.26%
567,162
-10,429
3
$9.91M 1.71%
92,492
-273
4
$6.97M 1.21%
155,072
+3,875
5
$6.96M 1.2%
158,355
+1,846
6
$4.71M 0.82%
32,278
-189
7
$4.4M 0.76%
41,235
-1,718
8
$4.22M 0.73%
34,127
+3,617
9
$3.89M 0.67%
83,855
-639
10
$2.99M 0.52%
38,727
+29
11
$2.96M 0.51%
135,972
-1,898
12
$2.89M 0.5%
32,699
-1,333
13
$2.67M 0.46%
101,950
+482
14
$2.52M 0.44%
23,692
-2,433
15
$2.5M 0.43%
138,153
-21,474
16
$2.19M 0.38%
43,812
+3,921
17
$2.09M 0.36%
44,439
-418
18
$2.04M 0.35%
22,400
-399
19
$1.91M 0.33%
9,885
+1,284
20
$1.91M 0.33%
9,536
21
$1.89M 0.33%
8,950
-436
22
$1.81M 0.31%
9,291
-324
23
$1.78M 0.31%
87,011
+4,835
24
$1.73M 0.3%
7,001
+1,064
25
$1.51M 0.26%
16,850
+1,253
1
2 3 4