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
$164M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$5.97M
3
+$2.22M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.59M
5
IG icon
Principal Investment Grade Corporate Active ETF
IG
+$1.38M

Top Sells

1
+$21.3M
2
+$993K
3
+$790K
4
NVDA icon
NVIDIA
NVDA
+$533K
5
PHYS icon
Sprott Physical Gold
PHYS
+$215K

Sector Composition

1 Technology 8.63%
2 Consumer Discretionary 2.43%
3 Energy 2.22%
4 Industrials 1.27%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 2.62%
565,916
-1,246
2
$12M 2.38%
106,567
+14,075
3
$8.32M 1.64%
163,955
-419,986
4
$8.14M 1.61%
163,724
+5,369
5
$7.74M 1.53%
165,542
+10,470
6
$6.17M 1.22%
+112,948
7
$5.97M 1.18%
+124,491
8
$5.9M 1.16%
35,967
+3,689
9
$4.72M 0.93%
42,745
+1,510
10
$4.29M 0.85%
88,747
+4,892
11
$3.61M 0.71%
29,739
-4,388
12
$3.33M 0.66%
41,482
+2,755
13
$3.24M 0.64%
151,286
+64,275
14
$3.16M 0.62%
33,805
+1,106
15
$2.99M 0.59%
134,853
-1,119
16
$2.94M 0.58%
107,533
+5,583
17
$2.63M 0.52%
11,307
+2,357
18
$2.63M 0.52%
24,195
+503
19
$2.6M 0.51%
127,601
-10,552
20
$2.42M 0.48%
46,113
+2,301
21
$2.29M 0.45%
46,836
+2,397
22
$2.25M 0.44%
23,791
+1,391
23
$2.22M 0.44%
+25,039
24
$2.07M 0.41%
11,111
+1,226
25
$2.02M 0.4%
4,705
+2,447
1
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