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
$158M
AUM Growth
-$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$846K
2
+$676K
3
+$515K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$509K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$419K

Top Sells

1
+$1.64M
2
+$1.28M
3
+$1.27M
4
MSFT icon
Microsoft
MSFT
+$788K
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$660K

Sector Composition

1 Technology 8.53%
2 Consumer Discretionary 2.73%
3 Energy 2.16%
4 Industrials 1.35%
5 Financials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.2M 1.8%
565,511
-405
2
$12.1M 1.65%
112,895
+6,328
3
$8.41M 1.15%
169,800
+6,076
4
$8.27M 1.13%
184,395
+18,853
5
$8.16M 1.12%
161,919
-2,036
6
$4.92M 0.67%
46,131
+3,386
7
$4.63M 0.63%
88,568
-24,380
8
$4.63M 0.63%
99,718
+10,971
9
$4.45M 0.61%
96,719
-27,772
10
$4.43M 0.61%
26,254
-9,713
11
$4.06M 0.56%
30,259
+520
12
$3.78M 0.52%
48,033
+6,551
13
$3.29M 0.45%
123,213
+15,680
14
$3.24M 0.44%
36,370
+2,565
15
$3.22M 0.44%
158,301
+7,015
16
$2.91M 0.4%
133,750
-1,103
17
$2.81M 0.38%
26,356
+2,161
18
$2.48M 0.34%
46,532
+419
19
$2.44M 0.33%
51,760
+4,924
20
$2.44M 0.33%
9,731
-1,576
21
$2.31M 0.32%
25,549
+1,758
22
$2.22M 0.3%
10,131
-980
23
$2.18M 0.3%
25,651
+612
24
$2.07M 0.28%
102,818
-24,783
25
$1.69M 0.23%
7,286
+27
1
2 3 4 5