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

Top Buys

1
+$9.03M
2
+$1.01M
3
+$420K
4
NVDA icon
NVIDIA
NVDA
+$366K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$285K

Top Sells

1
+$14.2M
2
+$390K
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 19.1%
583,941
+179,408
2
$13.1M 8.48%
567,162
-10,429
3
$9.91M 6.42%
92,492
-273
4
$6.97M 4.52%
155,072
+3,875
5
$6.96M 4.51%
158,355
+1,846
6
$4.71M 3.06%
32,278
-189
7
$4.4M 2.85%
41,235
-1,718
8
$4.22M 2.73%
34,127
+3,617
9
$3.89M 2.52%
83,855
-639
10
$2.99M 1.94%
38,727
+29
11
$2.96M 1.92%
135,972
-1,898
12
$2.89M 1.88%
32,699
-1,333
13
$2.67M 1.73%
101,950
+482
14
$2.52M 1.64%
23,692
-2,433
15
$2.5M 1.62%
138,153
-21,474
16
$2.19M 1.42%
43,812
+3,921
17
$2.09M 1.35%
44,439
-418
18
$2.04M 1.32%
22,400
-399
19
$1.91M 1.24%
9,885
+1,284
20
$1.91M 1.24%
9,536
21
$1.89M 1.22%
8,950
-436
22
$1.81M 1.17%
9,291
-324
23
$1.78M 1.15%
87,011
+4,835
24
$1.73M 1.12%
7,001
+1,064
25
$1.51M 0.98%
16,850
+1,253
1
2 3 4