IWP

Insight Wealth Partners Portfolio holdings

AUM $180M
This Quarter Return
+5.06%
1 Year Return
+6.68%
3 Year Return
+16.66%
5 Year Return
+11.98%
10 Year Return
–
AUM
$180M
AUM Growth
+$180M
Cap. Flow
+$7.08M
Cap. Flow %
3.92%
Top 10 Hldgs %
47.86%
Holding
113
New
6
Increased
66
Reduced
20
Closed
4

Top Buys

1
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$15.6M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
$7.2M
3
UMI icon
USCF Midstream Energy Income Fund
UMI
$1.46M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$354K
5
JBND icon
JPMorgan Active Bond ETF
JBND
$348K

Top Sells

1
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$12.8M
2
IAU icon
iShares Gold Trust
IAU
$4.39M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$1.6M
4
TXN icon
Texas Instruments
TXN
$928K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$804K

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 Shares
Change % 		Capital Flow
SPXL icon
1
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.45B
$20.1M 7.79%
115,614
+89,717
+346% +$15.6M
JPST icon
2
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
$15.7M 6.1%
310,301
+142,090
+84% +$7.2M
LQD icon
3
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$11.7M 4.55%
106,939
-14,642
-12% -$1.6M
FBND icon
4
Fidelity Total Bond ETF
FBND
$20.3B
$8.83M 3.43%
192,949
+5,588
+3% +$256K
IAU icon
5
iShares Gold Trust
IAU
$50.6B
$5.58M 2.17%
89,476
-70,430
-44% -$4.39M
TIP icon
6
iShares TIPS Bond ETF
TIP
$13.6B
$5.13M 1.99%
46,639
+430
+0.9% +$47.3K
JBND icon
7
JPMorgan Active Bond ETF
JBND
$2.98B
$5.06M 1.96%
94,436
+6,500
+7% +$348K
UITB icon
8
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.43B
$4.88M 1.89%
103,599
+7,529
+8% +$354K
GTO icon
9
Invesco Total Return Bond ETF
GTO
$1.9B
$4.82M 1.87%
102,875
+1,582
+2% +$74.2K
NVDA icon
10
NVIDIA
NVDA
$4.24T
$4.49M 1.74%
28,392
+217
+0.8% +$34.3K
HYG icon
11
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$4.23M 1.64%
52,466
+2,256
+4% +$182K
IG icon
12
Principal Investment Grade Corporate Active ETF
IG
$121M
$3.83M 1.49%
184,094
+11,007
+6% +$229K
FALN icon
13
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
$3.64M 1.41%
134,016
+5,555
+4% +$151K
EMB icon
14
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$3.43M 1.33%
37,079
+299
+0.8% +$27.7K
SNPE icon
15
Xtrackers S&P 500 ESG ETF
SNPE
$2.07B
$2.79M 1.08%
50,387
+2,042
+4% +$113K
MUB icon
16
iShares National Muni Bond ETF
MUB
$38.6B
$2.77M 1.07%
26,487
+333
+1% +$34.8K
CMBS icon
17
iShares CMBS ETF
CMBS
$465M
$2.61M 1.01%
53,573
+1,500
+3% +$73.1K
BOND icon
18
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.81B
$2.41M 0.93%
26,128
+337
+1% +$31.1K
AMZN icon
19
Amazon
AMZN
$2.44T
$2.32M 0.9%
10,555
+267
+3% +$58.6K
BSMU icon
20
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$175M
$2.26M 0.88%
105,210
-27,187
-21% -$585K
LQDB icon
21
iShares BBB Rated Corporate Bond ETF
LQDB
$43.5M
$2.22M 0.86%
25,594
-34
-0.1% -$2.95K
UMI icon
22
USCF Midstream Energy Income Fund
UMI
$388M
$2.14M 0.83%
42,006
+28,532
+212% +$1.46M
AVGO icon
23
Broadcom
AVGO
$1.4T
$2.07M 0.8%
7,512
+332
+5% +$91.5K
VCSH icon
24
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
$2.06M 0.8%
25,950
+390
+2% +$31K
AAPL icon
25
Apple
AAPL
$3.45T
$2.06M 0.8%
10,021
-39
-0.4% -$8K
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