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IWS

Insight Wealth Strategies Portfolio holdings

AUM $896M
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$22.5M
3
+$16.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$12.2M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$10.4M

Top Sells

1
+$25.7M
2
+$13.2M
3
+$12.8M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$11M
5
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$10.6M

Sector Composition

1 Technology 12.53%
2 Energy 7.04%
3 Healthcare 5.9%
4 Industrials 4.34%
5 Financials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IHE icon
26
iShares US Pharmaceuticals ETF
IHE
$1.03B
$10.3M 1.15%
+118,692
HEZU icon
27
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$569M
$10.2M 1.14%
234,524
+52,231
SAMT icon
28
Strategas Macro Thematic Opportunities ETF
SAMT
$795M
$9.77M 1.09%
248,837
+2,417
XLK icon
29
State Street Technology Select Sector SPDR ETF
XLK
$127B
$9.67M 1.08%
72,775
+12,984
CENX icon
30
Century Aluminum
CENX
$4.59B
$8.57M 0.96%
146,024
-8,042
EMLC icon
31
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.86B
$8.38M 0.94%
333,725
-303,514
JBBB icon
32
Janus Henderson B-BBB CLO ETF
JBBB
$1.22B
$8.08M 0.9%
+173,270
DOCN icon
33
DigitalOcean
DOCN
$14.5B
$7.98M 0.89%
93,009
-2,745
KLAC icon
34
KLA
KLAC
$325B
$7.68M 0.86%
5,214
-351
STX icon
35
Seagate
STX
$204B
$7.63M 0.85%
19,464
-5,914
FIX icon
36
Comfort Systems
FIX
$65.2B
$7.5M 0.84%
5,437
-185
AXP icon
37
American Express
AXP
$232B
$7M 0.78%
23,134
+813
MSFT icon
38
Microsoft
MSFT
$2.77T
$6.9M 0.77%
18,649
+2,510
DVN icon
39
Devon Energy
DVN
$48.7B
$6.86M 0.77%
+136,395
PFF icon
40
iShares Preferred and Income Securities ETF
PFF
$13.1B
$6.83M 0.76%
225,271
-349,772
AVGO icon
41
Broadcom
AVGO
$1.74T
$6.18M 0.69%
19,964
+4,119
MRK icon
42
Merck
MRK
$318B
$6.05M 0.68%
50,288
-9,815
GOOGL icon
43
Alphabet (Google) Class A
GOOGL
$4.12T
$6.04M 0.67%
20,988
+138
MCO icon
44
Moody's
MCO
$78.6B
$5.9M 0.66%
13,532
+3,057
AMZN icon
45
Amazon
AMZN
$2.5T
$5.87M 0.66%
28,192
+235
BKR icon
46
Baker Hughes
BKR
$56.1B
$5.85M 0.65%
95,888
-13,320
CDW icon
47
CDW
CDW
$17B
$5.78M 0.64%
47,731
+17,109
GWW icon
48
W.W. Grainger
GWW
$63.9B
$5.76M 0.64%
5,277
+232
WFRD icon
49
Weatherford International
WFRD
$5.95B
$5.7M 0.64%
60,221
-1,469
MSI icon
50
Motorola Solutions
MSI
$66.9B
$5.61M 0.63%
12,916
+1,663
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