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
$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
VCIT icon
1
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.6B
$23.5M 10.37%
+279,065
SPXL icon
2
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.33B
$21.5M 9.5%
101,417
-14,197
LQD icon
3
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.1B
$13.6M 6%
121,766
+14,827
JPST icon
4
JPMorgan Ultra-Short Income ETF
JPST
$37.6B
$13.2M 5.85%
260,982
-49,319
FBND icon
5
Fidelity Total Bond ETF
FBND
$25.1B
$10.5M 4.63%
226,771
+33,822
IAU icon
6
iShares Gold Trust
IAU
$83.5B
$6.49M 2.87%
89,243
-233
JBND icon
7
JPMorgan Active Bond ETF
JBND
$6.71B
$6.23M 2.75%
114,961
+20,525
TIP icon
8
iShares TIPS Bond ETF
TIP
$14.4B
$6.06M 2.68%
54,443
+7,804
UITB icon
9
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.67B
$6.02M 2.66%
126,716
+23,117
GTO icon
10
Invesco Total Return Bond ETF
GTO
$2.09B
$5.92M 2.62%
124,604
+21,729
NVDA icon
11
NVIDIA
NVDA
$4.48T
$5.36M 2.37%
28,731
+339
HYG icon
12
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$5.06M 2.24%
62,373
+9,907
FALN icon
13
iShares Fallen Angels USD Bond ETF
FALN
$1.73B
$4.33M 1.91%
155,856
+21,840
IG icon
14
Principal Investment Grade Corporate Active ETF
IG
$167M
$4.11M 1.82%
194,883
+10,789
EMB icon
15
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$17.4B
$3.97M 1.75%
41,671
+4,592
MUB icon
16
iShares National Muni Bond ETF
MUB
$42.8B
$3.36M 1.49%
31,580
+5,093
CMBS icon
17
iShares CMBS ETF
CMBS
$505M
$3.11M 1.37%
63,291
+9,718
SNPE icon
18
Xtrackers S&P 500 ESG ETF
SNPE
$2.33B
$3.06M 1.35%
50,926
+539
BOND icon
19
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.61B
$2.98M 1.32%
31,882
+5,754
VCSH icon
20
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.9B
$2.61M 1.15%
32,614
+6,664
AAPL icon
21
Apple
AAPL
$3.82T
$2.57M 1.14%
10,092
+71
AVGO icon
22
Broadcom
AVGO
$1.66T
$2.53M 1.12%
7,667
+155
AMZN icon
23
Amazon
AMZN
$2.31T
$2.34M 1.03%
10,664
+109
LQDB icon
24
iShares BBB Rated Corporate Bond ETF
LQDB
$52.5M
$2.31M 1.02%
26,293
+699
UMI icon
25
USCF Midstream Energy Income Fund
UMI
$489M
$2.3M 1.01%
44,719
+2,713
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