IWP

Insight Wealth Partners Portfolio holdings

AUM $180M
This Quarter Return
+0.47%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
Cap. Flow
+$1.95M
Cap. Flow %
1.27%
Top 10 Hldgs %
56.13%
Holding
93
New
6
Increased
48
Reduced
24
Closed
3

Top Buys

1
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
$9.05M
2
NVDA icon
NVIDIA
NVDA
$3.84M
3
SILA
Sila Realty Trust, Inc.
SILA
$993K
4
LLY icon
Eli Lilly
LLY
$476K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
$280K

Top Sells

1
TPL icon
Texas Pacific Land
TPL
$14.2M
2
PHYS icon
Sprott Physical Gold
PHYS
$388K
3
HOMB icon
Home BancShares
HOMB
$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 Shares
Change % 		Capital Flow
JPST icon
1
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
$29.5M 5.1%
583,941
+179,408
+44% +$9.05M
BSJQ icon
2
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.14B
$13.1M 2.26%
567,162
-10,429
-2% -$241K
LQD icon
3
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$9.91M 1.71%
92,492
-273
-0.3% -$29.2K
FBND icon
4
Fidelity Total Bond ETF
FBND
$20.3B
$6.97M 1.21%
155,072
+3,875
+3% +$174K
IAU icon
5
iShares Gold Trust
IAU
$50.6B
$6.96M 1.2%
158,355
+1,846
+1% +$81.1K
SPXL icon
6
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.45B
$4.71M 0.82%
32,278
-189
-0.6% -$27.6K
TIP icon
7
iShares TIPS Bond ETF
TIP
$13.6B
$4.4M 0.76%
41,235
-1,718
-4% -$183K
NVDA icon
8
NVIDIA
NVDA
$4.24T
$4.22M 0.73%
34,127
+31,076
+1,019% +$3.84M
GTO icon
9
Invesco Total Return Bond ETF
GTO
$1.9B
$3.89M 0.67%
83,855
-639
-0.8% -$29.6K
HYG icon
10
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$2.99M 0.52%
38,727
+29
+0.1% +$2.24K
BSMU icon
11
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$175M
$2.96M 0.51%
135,972
-1,898
-1% -$41.3K
EMB icon
12
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$2.89M 0.5%
32,699
-1,333
-4% -$118K
FALN icon
13
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
$2.67M 0.46%
101,950
+482
+0.5% +$12.6K
MUB icon
14
iShares National Muni Bond ETF
MUB
$38.6B
$2.52M 0.44%
23,692
-2,433
-9% -$259K
PHYS icon
15
Sprott Physical Gold
PHYS
$12B
$2.5M 0.43%
138,153
-21,474
-13% -$388K
SNPE icon
16
Xtrackers S&P 500 ESG ETF
SNPE
$2.07B
$2.19M 0.38%
43,812
+3,921
+10% +$196K
CMBS icon
17
iShares CMBS ETF
CMBS
$465M
$2.09M 0.36%
44,439
-418
-0.9% -$19.6K
BOND icon
18
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.81B
$2.04M 0.35%
22,400
-399
-2% -$36.3K
AMZN icon
19
Amazon
AMZN
$2.44T
$1.91M 0.33%
9,885
+1,284
+15% +$248K
FANG icon
20
Diamondback Energy
FANG
$43.1B
$1.91M 0.33%
9,536
– –
AAPL icon
21
Apple
AAPL
$3.45T
$1.89M 0.33%
8,950
-436
-5% -$91.8K
TXN icon
22
Texas Instruments
TXN
$184B
$1.81M 0.31%
9,291
-324
-3% -$63K
IG icon
23
Principal Investment Grade Corporate Active ETF
IG
$121M
$1.78M 0.31%
87,011
+4,835
+6% +$98.9K
SOXX icon
24
iShares Semiconductor ETF
SOXX
$13.6B
$1.73M 0.3%
7,001
+1,064
+18% +$262K
AVUV icon
25
Avantis US Small Cap Value ETF
AVUV
$18.2B
$1.51M 0.26%
16,850
+1,253
+8% +$112K
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