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
$409M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$14.6M
3
+$12.1M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.81M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$6.19M

Top Sells

1
+$11.4M
2
+$10.7M
3
+$8.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.5M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$5.61M

Sector Composition

1 Technology 9%
2 Energy 6.73%
3 Consumer Discretionary 3.95%
4 Healthcare 3.09%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 0.6%
19,801
-4,313
27
$2.36M 0.58%
12,244
+10,835
28
$2.34M 0.57%
185,928
+8,357
29
$2.28M 0.56%
38,679
+1,351
30
$2.1M 0.51%
41,147
-2,699
31
$2.09M 0.51%
13,800
+2,778
32
$2.06M 0.5%
7,311
+3,738
33
$2M 0.49%
5,506
+3,241
34
$1.93M 0.47%
+102,630
35
$1.9M 0.46%
11,670
+2,119
36
$1.86M 0.45%
+10,902
37
$1.81M 0.44%
10,965
+1,718
38
$1.81M 0.44%
10,628
+6,901
39
$1.81M 0.44%
15,781
+3,787
40
$1.8M 0.44%
56,792
-44,030
41
$1.76M 0.43%
15,541
+3,699
42
$1.75M 0.43%
71,145
+14,910
43
$1.72M 0.42%
55,827
+6,550
44
$1.66M 0.41%
19,061
-2,568
45
$1.62M 0.4%
28,224
-5,867
46
$1.6M 0.39%
5,607
+290
47
$1.57M 0.38%
25,010
+425
48
$1.56M 0.38%
12,197
+3,034
49
$1.54M 0.38%
5,810
+1,082
50
$1.5M 0.37%
15,895
+4,153
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