IWS

Insight Wealth Strategies Portfolio holdings

AUM $849M
1-Year Est. Return 15.85%
This Quarter Est. Return
1 Year Est. Return
+15.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$16.6M
3
+$11.8M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$11.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.28M

Top Sells

1
+$21.9M
2
+$12.4M
3
+$9.13M
4
STX icon
Seagate
STX
+$6.79M
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$6.7M

Sector Composition

1 Technology 14.62%
2 Energy 6.3%
3 Industrials 4.79%
4 Healthcare 3.8%
5 Financials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAMT icon
26
Strategas Macro Thematic Opportunities ETF
SAMT
$241M
$9.07M 1.07%
243,384
+160
XLK icon
27
Technology Select Sector SPDR Fund
XLK
$93.5B
$8.25M 0.97%
29,277
+335
MSFT icon
28
Microsoft
MSFT
$3.8T
$8.17M 0.96%
15,772
+56
HEZU icon
29
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$703M
$7.65M 0.9%
181,357
-158,790
AXP icon
30
American Express
AXP
$225B
$7.64M 0.9%
23,004
-81
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$3.04T
$7.44M 0.88%
30,614
-162
IEMG icon
32
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$7.28M 0.86%
+110,460
LQD icon
33
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
$6.86M 0.81%
61,526
-2,139
PLTR icon
34
Palantir
PLTR
$423B
$6.5M 0.77%
35,614
-4,304
FIX icon
35
Comfort Systems
FIX
$29.6B
$6.43M 0.76%
7,788
-130
AMZN icon
36
Amazon
AMZN
$2.29T
$6.33M 0.75%
28,813
+1,929
STX icon
37
Seagate
STX
$48.1B
$6.22M 0.73%
26,358
-28,778
KLAC icon
38
KLA
KLAC
$145B
$6.12M 0.72%
5,677
-409
NVDA icon
39
NVIDIA
NVDA
$4.43T
$6.07M 0.72%
32,528
-2,011
IGOV icon
40
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.13B
$5.91M 0.7%
138,631
+4,272
LDOS icon
41
Leidos
LDOS
$23.7B
$5.57M 0.66%
29,467
+475
IDXX icon
42
Idexx Laboratories
IDXX
$51B
$5.46M 0.64%
8,540
-120
COR icon
43
Cencora
COR
$61.9B
$5.41M 0.64%
17,296
+2,150
JEF icon
44
Jefferies Financial Group
JEF
$10.1B
$5.35M 0.63%
81,769
-425
META icon
45
Meta Platforms (Facebook)
META
$1.79T
$5.25M 0.62%
7,145
+240
BKR icon
46
Baker Hughes
BKR
$44B
$5.16M 0.61%
+105,884
ORCL icon
47
Oracle
ORCL
$892B
$5.14M 0.61%
18,290
-720
HD icon
48
Home Depot
HD
$386B
$5.12M 0.6%
12,642
+160
ADP icon
49
Automatic Data Processing
ADP
$113B
$5.07M 0.6%
17,272
+2,142
AVGO icon
50
Broadcom
AVGO
$1.67T
$5.04M 0.59%
15,276
-5,667
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