IWS

Insight Wealth Strategies Portfolio holdings

AUM $872M
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$589M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.33M
3
+$1.73M
4
RH icon
RH
RH
+$1.49M
5
PAYC icon
Paycom
PAYC
+$1.45M

Top Sells

1
+$4.7M
2
+$4.33M
3
+$3.89M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.31M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.59M

Sector Composition

1 Technology 9.33%
2 Energy 4.49%
3 Consumer Discretionary 2.53%
4 Financials 2.36%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-756
227
– –
-8,102
228
– –
-9,628
229
– –
-7,074
6 7 8 9
10