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IWP

Insight Wealth Partners Portfolio holdings

AUM $247M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$1.63M
3
+$1.55M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.1M
5
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$1.09M

Top Sells

1
+$2.71M
2
+$2.5M
3
+$342K
4
KBDC
Kayne Anderson BDC
KBDC
+$329K
5
TPL icon
Texas Pacific Land
TPL
+$220K

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 2.45%
3 Energy 1.61%
4 Industrials 1.15%
5 Financials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.5M 10.37%
+279,065
2
$21.5M 9.5%
101,417
-14,197
3
$13.6M 6%
121,766
+14,827
4
$13.2M 5.85%
260,982
-49,319
5
$10.5M 4.63%
226,771
+33,822
6
$6.49M 2.87%
89,243
-233
7
$6.23M 2.75%
114,961
+20,525
8
$6.06M 2.68%
54,443
+7,804
9
$6.02M 2.66%
126,716
+23,117
10
$5.92M 2.62%
124,604
+21,729
11
$5.36M 2.37%
28,731
+339
12
$5.06M 2.24%
62,373
+9,907
13
$4.33M 1.91%
155,856
+21,840
14
$4.11M 1.82%
194,883
+10,789
15
$3.97M 1.75%
41,671
+4,592
16
$3.36M 1.49%
31,580
+5,093
17
$3.11M 1.37%
63,291
+9,718
18
$3.06M 1.35%
50,926
+539
19
$2.98M 1.32%
31,882
+5,754
20
$2.61M 1.15%
32,614
+6,664
21
$2.57M 1.14%
10,092
+71
22
$2.53M 1.12%
7,667
+155
23
$2.34M 1.03%
10,664
+109
24
$2.31M 1.02%
26,293
+699
25
$2.3M 1.01%
44,719
+2,713
1
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