IWP

Insight Wealth Partners Portfolio holdings

AUM $226M
1-Year Est. Return 9.54%
This Quarter Est. Return
1 Year Est. Return
+9.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$944K
2
+$812K
3
+$749K
4
UMI icon
USCF Midstream Energy Income Fund
UMI
+$701K
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$480K

Top Sells

1
+$583K
2
+$452K
3
+$381K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$235K
5
NVDA icon
NVIDIA
NVDA
+$226K

Sector Composition

1 Technology 6.9%
2 Consumer Discretionary 2.43%
3 Energy 2.38%
4 Industrials 1.22%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 2.21%
571,705
+6,194
2
$13.2M 2.2%
121,581
+8,686
3
$9.43M 1.57%
159,906
-9,894
4
$8.55M 1.42%
187,361
+2,966
5
$8.52M 1.42%
168,211
+6,292
6
$5.13M 0.85%
46,209
+78
7
$4.75M 0.79%
101,293
+1,575
8
$4.71M 0.78%
87,936
-632
9
$4.51M 0.75%
96,070
-649
10
$3.96M 0.66%
50,210
+2,177
11
$3.64M 0.61%
25,897
-357
12
$3.58M 0.6%
173,087
+14,786
13
$3.44M 0.57%
128,461
+5,248
14
$3.33M 0.55%
36,780
+410
15
$3.05M 0.51%
28,175
-2,084
16
$2.86M 0.48%
132,397
-1,353
17
$2.76M 0.46%
26,154
-202
18
$2.5M 0.42%
52,073
+313
19
$2.44M 0.41%
48,345
+1,813
20
$2.38M 0.4%
25,791
+242
21
$2.23M 0.37%
10,060
+329
22
$2.2M 0.37%
25,628
-23
23
$2.02M 0.34%
84,029
-18,789
24
$2.02M 0.34%
25,560
+9,488
25
$1.96M 0.33%
10,288
+157
1
2 3 4 5