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
$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
BSJQ icon
1
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
$13.3M 2.21%
571,705
+6,194
LQD icon
2
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.5B
$13.2M 2.2%
121,581
+8,686
IAU icon
3
iShares Gold Trust
IAU
$60.7B
$9.43M 1.57%
159,906
-9,894
FBND icon
4
Fidelity Total Bond ETF
FBND
$21.1B
$8.55M 1.42%
187,361
+2,966
JPST icon
5
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$8.52M 1.42%
168,211
+6,292
TIP icon
6
iShares TIPS Bond ETF
TIP
$13.9B
$5.13M 0.85%
46,209
+78
GTO icon
7
Invesco Total Return Bond ETF
GTO
$1.94B
$4.75M 0.79%
101,293
+1,575
JBND icon
8
JPMorgan Active Bond ETF
JBND
$3.25B
$4.71M 0.78%
87,936
-632
UITB icon
9
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.51B
$4.51M 0.75%
96,070
-649
HYG icon
10
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$3.96M 0.66%
50,210
+2,177
SPXL icon
11
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$6.05B
$3.64M 0.61%
25,897
-357
IG icon
12
Principal Investment Grade Corporate Active ETF
IG
$128M
$3.58M 0.6%
173,087
+14,786
FALN icon
13
iShares Fallen Angels USD Bond ETF
FALN
$1.83B
$3.44M 0.57%
128,461
+5,248
EMB icon
14
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.1B
$3.33M 0.55%
36,780
+410
NVDA icon
15
NVIDIA
NVDA
$4.66T
$3.05M 0.51%
28,175
-2,084
BSMU icon
16
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$178M
$2.86M 0.48%
132,397
-1,353
MUB icon
17
iShares National Muni Bond ETF
MUB
$40.4B
$2.76M 0.46%
26,154
-202
CMBS icon
18
iShares CMBS ETF
CMBS
$484M
$2.5M 0.42%
52,073
+313
SNPE icon
19
Xtrackers S&P 500 ESG ETF
SNPE
$2.21B
$2.44M 0.41%
48,345
+1,813
BOND icon
20
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.99B
$2.38M 0.4%
25,791
+242
AAPL icon
21
Apple
AAPL
$3.99T
$2.23M 0.37%
10,060
+329
LQDB icon
22
iShares BBB Rated Corporate Bond ETF
LQDB
$44.4M
$2.2M 0.37%
25,628
-23
PHYS icon
23
Sprott Physical Gold
PHYS
$13.9B
$2.02M 0.34%
84,029
-18,789
VCSH icon
24
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$2.02M 0.34%
25,560
+9,488
AMZN icon
25
Amazon
AMZN
$2.42T
$1.96M 0.33%
10,288
+157
1
2 3 4 5