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
$180M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$7.18M
3
+$1.42M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$350K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$344K

Top Sells

1
+$12.7M
2
+$4.36M
3
+$1.57M
4
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$804K
5
TXN icon
Texas Instruments
TXN
+$794K

Sector Composition

1 Technology 7.87%
2 Consumer Discretionary 2.57%
3 Energy 1.89%
4 Industrials 1.32%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.1M 11.13%
115,614
+89,717
2
$15.7M 8.72%
310,301
+142,090
3
$11.7M 6.5%
106,939
-14,642
4
$8.83M 4.9%
192,949
+5,588
5
$5.58M 3.09%
89,476
-70,430
6
$5.13M 2.85%
46,639
+430
7
$5.06M 2.81%
94,436
+6,500
8
$4.88M 2.7%
103,599
+7,529
9
$4.82M 2.68%
102,875
+1,582
10
$4.49M 2.49%
28,392
+217
11
$4.23M 2.35%
52,466
+2,256
12
$3.83M 2.12%
184,094
+11,007
13
$3.64M 2.02%
134,016
+5,555
14
$3.43M 1.9%
37,079
+299
15
$2.79M 1.55%
50,387
+2,042
16
$2.77M 1.53%
26,487
+333
17
$2.61M 1.45%
53,573
+1,500
18
$2.41M 1.34%
26,128
+337
19
$2.32M 1.28%
10,555
+267
20
$2.26M 1.25%
105,210
-27,187
21
$2.22M 1.23%
25,594
-34
22
$2.14M 1.19%
42,006
+28,532
23
$2.07M 1.15%
7,512
+332
24
$2.06M 1.14%
25,950
+390
25
$2.06M 1.14%
10,021
-39
1
2 3 4 5