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
$358M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$19.1M
3
+$5.61M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.63M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Top Sells

1
+$18.1M
2
+$17.5M
3
+$15.2M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.87M
5
CVX icon
Chevron
CVX
+$1.99M

Sector Composition

1 Energy 7.84%
2 Technology 6.66%
3 Consumer Discretionary 3.75%
4 Healthcare 3.45%
5 Financials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 0.72%
16,606
+689
27
$2.5M 0.7%
9,397
+333
28
$2.39M 0.67%
9,676
+1,405
29
$2.27M 0.63%
37,328
+1,461
30
$2.23M 0.62%
43,846
-344,756
31
$2.2M 0.62%
51,280
+16,946
32
$2.16M 0.6%
27,015
+375
33
$2M 0.56%
38,209
+12,194
34
$1.98M 0.55%
11,860
+471
35
$1.96M 0.55%
34,091
+10,970
36
$1.92M 0.54%
+37,051
37
$1.89M 0.53%
9,849
+2,465
38
$1.87M 0.52%
21,629
+2,068
39
$1.75M 0.49%
11,022
+482
40
$1.74M 0.48%
13,371
+453
41
$1.72M 0.48%
177,571
+95,457
42
$1.59M 0.44%
14,049
+3,455
43
$1.55M 0.43%
12,261
+1,712
44
$1.54M 0.43%
14,482
+8,019
45
$1.52M 0.43%
+49,277
46
$1.49M 0.42%
9,551
+318
47
$1.48M 0.41%
24,585
+8,777
48
$1.48M 0.41%
9,247
+244
49
$1.47M 0.41%
7,731
+312
50
$1.46M 0.41%
56,235
+2,370
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