IWP

Insight Wealth Partners Portfolio holdings

AUM $180M
This Quarter Return
+1.56%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$164M
AUM Growth
+$164M
Cap. Flow
+$4.63M
Cap. Flow %
2.83%
Top 10 Hldgs %
46.73%
Holding
102
New
12
Increased
55
Reduced
18
Closed
3

Top Buys

1
JBND icon
JPMorgan Active Bond ETF
JBND
$6.17M
2
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$5.97M
3
LQDB icon
iShares BBB Rated Corporate Bond ETF
LQDB
$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
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
$21.3M
2
SILA
Sila Realty Trust, Inc.
SILA
$993K
3
BND icon
Vanguard Total Bond Market
BND
$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 Shares
Change % 		Capital Flow
BSJQ icon
1
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.14B
$13.3M 2.62%
565,916
-1,246
-0.2% -$29.2K
LQD icon
2
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$12M 2.38%
106,567
+14,075
+15% +$1.59M
JPST icon
3
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
$8.32M 1.64%
163,955
-419,986
-72% -$21.3M
IAU icon
4
iShares Gold Trust
IAU
$50.6B
$8.14M 1.61%
163,724
+5,369
+3% +$267K
FBND icon
5
Fidelity Total Bond ETF
FBND
$20.3B
$7.74M 1.53%
165,542
+10,470
+7% +$489K
JBND icon
6
JPMorgan Active Bond ETF
JBND
$2.98B
$6.17M 1.22%
+112,948
New +$6.17M
UITB icon
7
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.43B
$5.97M 1.18%
+124,491
New +$5.97M
SPXL icon
8
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.45B
$5.9M 1.16%
35,967
+3,689
+11% +$605K
TIP icon
9
iShares TIPS Bond ETF
TIP
$13.6B
$4.72M 0.93%
42,745
+1,510
+4% +$167K
GTO icon
10
Invesco Total Return Bond ETF
GTO
$1.9B
$4.29M 0.85%
88,747
+4,892
+6% +$236K
NVDA icon
11
NVIDIA
NVDA
$4.24T
$3.61M 0.71%
29,739
-4,388
-13% -$533K
HYG icon
12
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$3.33M 0.66%
41,482
+2,755
+7% +$221K
IG icon
13
Principal Investment Grade Corporate Active ETF
IG
$121M
$3.24M 0.64%
151,286
+64,275
+74% +$1.38M
EMB icon
14
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$3.16M 0.62%
33,805
+1,106
+3% +$104K
BSMU icon
15
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$175M
$2.99M 0.59%
134,853
-1,119
-0.8% -$24.8K
FALN icon
16
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
$2.94M 0.58%
107,533
+5,583
+5% +$153K
AAPL icon
17
Apple
AAPL
$3.45T
$2.63M 0.52%
11,307
+2,357
+26% +$549K
MUB icon
18
iShares National Muni Bond ETF
MUB
$38.6B
$2.63M 0.52%
24,195
+503
+2% +$54.6K
PHYS icon
19
Sprott Physical Gold
PHYS
$12B
$2.6M 0.51%
127,601
-10,552
-8% -$215K
SNPE icon
20
Xtrackers S&P 500 ESG ETF
SNPE
$2.07B
$2.42M 0.48%
46,113
+2,301
+5% +$121K
CMBS icon
21
iShares CMBS ETF
CMBS
$465M
$2.29M 0.45%
46,836
+2,397
+5% +$117K
BOND icon
22
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.81B
$2.25M 0.44%
23,791
+1,391
+6% +$132K
LQDB icon
23
iShares BBB Rated Corporate Bond ETF
LQDB
$43.5M
$2.22M 0.44%
+25,039
New +$2.22M
AMZN icon
24
Amazon
AMZN
$2.44T
$2.07M 0.41%
11,111
+1,226
+12% +$228K
MSFT icon
25
Microsoft
MSFT
$3.77T
$2.02M 0.4%
4,705
+2,447
+108% +$1.05M
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