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
$326M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$20.6M
3
+$20.5M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$20.1M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$19.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.36%
2 Technology 5.89%
3 Healthcare 3.69%
4 Consumer Discretionary 2.98%
5 Financials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.62%
+38,849
27
$1.93M 0.59%
+26,640
28
$1.73M 0.53%
+35,867
29
$1.72M 0.53%
+37,543
30
$1.66M 0.51%
+8,794
31
$1.66M 0.51%
+15,816
32
$1.59M 0.49%
+19,561
33
$1.57M 0.48%
+11,389
34
$1.5M 0.46%
+12,918
35
$1.44M 0.44%
+10,540
36
$1.34M 0.41%
+34,334
37
$1.32M 0.4%
+7,419
38
$1.28M 0.39%
+10,549
39
$1.28M 0.39%
+36,695
40
$1.27M 0.39%
+7,384
41
$1.24M 0.38%
+53,865
42
$1.22M 0.37%
+26,015
43
$1.2M 0.37%
+23,121
44
$1.2M 0.37%
+5,075
45
$1.19M 0.36%
+9,233
46
$1.18M 0.36%
+9,003
47
$1.16M 0.36%
+10,594
48
$1.09M 0.33%
+40,632
49
$1.03M 0.32%
+19,800
50
$984K 0.3%
+11,661
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