IWS
Insight Wealth Strategies Portfolio holdings
AUM $743M
AUM
$743M
AUM Growth
-$2.95M (-0.4%)
Cap. Flow
+$28.3M
Cap. Flow % of AUM
3.81%
Top 10 Holdings %Top 10 Hldgs %
34.52%
Holding
166
New
14
Increased
92
Reduced
47
Closed
8
Top Buys
| 1 | $22M | |
| 2 | $20.8M | |
| 3 | $20.5M | |
| 4 | $13.4M | |
| 5 | $10M |
Top Sells
| 1 | $25.3M | |
| 2 | $23.5M | |
| 3 | $21.5M | |
| 4 | $19M | |
| 5 | $10.5M |
Sector Composition
| 1 | Technology | 10.19% |
| 2 | Energy | 6.16% |
| 3 | Financials | 5.59% |
| 4 | Industrials | 4.64% |
| 5 | Healthcare | 3.49% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $8.16M | 1.1% | 41,333 -7,605 | -16% | -$1.5M | |||
| $7.69M | 1.04% | 105,771 +2,068 | +2% | +$150K | |||
| $7.37M | 0.99% | 56,955 -723 | -1% | -$93.6K | |||
| $7.11M | 0.96% | 65,429 -197,952 | -75% | -$21.5M | |||
| $6.22M | 0.84% | 23,123 +4,364 | +23% | +$1.17M | |||
| $5.55M | 0.75% | 19,972 -277 | -1% | -$77K | |||
| $5.32M | 0.72% | 7,905 -515 | -6% | -$347K | |||
| $5.14M | 0.69% | 27,006 -805 | -3% | -$153K | |||
| $4.91M | 0.66% | 16,055 +58 | +0.4% | +$17.7K | |||
| $4.75M | 0.64% | 12,648 +89 | +0.7% | +$33.4K | |||
| $4.7M | 0.63% | 30,375 -1,283 | -4% | -$198K | |||
| $4.67M | 0.63% | 20,161 -571 | -3% | -$132K | |||
| $4.62M | 0.62% | 14,841 +245 | +2% | +$76.3K | |||
| $4.6M | 0.62% | 9,889 -16 | -0.2% | -$7.45K | |||
| $4.56M | 0.61% | 60,740 +637 | +1% | +$47.8K | |||
| $4.54M | 0.61% | 36,524 +10,301 | +39% | +$1.28M | |||
| $4.48M | 0.6% | 46,600 +3,635 | +8% | +$350K | |||
| $4.47M | 0.6% | 22,709 +2,551 | +13% | +$502K | |||
| $4.47M | 0.6% | 10,207 +143 | +1% | +$62.6K | |||
| $4.41M | 0.59% | 21,479 -23 | -0.1% | -$4.73K | |||
| $4.41M | 0.59% | 12,622 +154 | +1% | +$53.8K | |||
| $4.32M | 0.58% | 25,259 +714 | +3% | +$122K | |||
| $4.32M | 0.58% | 4,370 +42 | +1% | +$41.5K | |||
| $4.25M | 0.57% | 11,608 +118 | +1% | +$43.2K | |||
| $4.2M | 0.56% | 9,992 -104 | -1% | -$43.7K |
