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
$166M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$936K
2
+$811K
3
+$744K
4
UMI icon
USCF Midstream Energy Income Fund
UMI
+$696K
5
EALT icon
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
+$497K

Top Sells

1
+$535K
2
+$417K
3
+$381K
4
NVDA icon
NVIDIA
NVDA
+$264K
5
MSFT icon
Microsoft
MSFT
+$239K

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 7.97%
571,705
+6,194
2
$13.2M 7.95%
121,581
+8,686
3
$9.43M 5.67%
159,906
-9,894
4
$8.55M 5.14%
187,361
+2,966
5
$8.52M 5.12%
168,211
+6,292
6
$5.13M 3.09%
46,209
+78
7
$4.75M 2.86%
101,293
+1,575
8
$4.71M 2.83%
87,936
-632
9
$4.51M 2.71%
96,070
-649
10
$3.96M 2.38%
50,210
+2,177
11
$3.64M 2.19%
25,897
-357
12
$3.58M 2.15%
173,087
+14,786
13
$3.44M 2.07%
128,461
+5,248
14
$3.33M 2%
36,780
+410
15
$3.05M 1.84%
28,175
-2,084
16
$2.86M 1.72%
132,397
-1,353
17
$2.76M 1.66%
26,154
-202
18
$2.5M 1.5%
52,073
+313
19
$2.44M 1.47%
48,345
+1,813
20
$2.38M 1.43%
25,791
+242
21
$2.23M 1.34%
10,060
+329
22
$2.2M 1.33%
25,628
-23
23
$2.02M 1.22%
84,029
-18,789
24
$2.02M 1.21%
25,560
+9,488
25
$1.96M 1.18%
10,288
+157
1
2 3 4 5