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
$426M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$13.3M
3
+$4.61M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.48M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.01M

Top Sells

1
+$20.9M
2
+$17.7M
3
+$14.3M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$12.1M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.49M

Sector Composition

1 Technology 10.51%
2 Energy 7.22%
3 Consumer Discretionary 3.89%
4 Financials 3.37%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 0.65%
12,737
+44
27
$2.73M 0.64%
118,140
+15,510
28
$2.62M 0.62%
69,841
-23,456
29
$2.5M 0.59%
14,046
+1,802
30
$2.44M 0.57%
6,404
+898
31
$2.36M 0.55%
11,820
+1,192
32
$2.36M 0.55%
15,891
+2,091
33
$2.27M 0.53%
33,998
+28,827
34
$2.21M 0.52%
83,160
+12,015
35
$2.19M 0.51%
+43,439
36
$2.19M 0.51%
17,576
+2,035
37
$1.99M 0.47%
8,271
+960
38
$1.97M 0.46%
220,515
+34,587
39
$1.97M 0.46%
34,884
-44,097
40
$1.93M 0.45%
11,941
+976
41
$1.92M 0.45%
12,628
+1,726
42
$1.91M 0.45%
37,560
-3,587
43
$1.91M 0.45%
33,409
+5,185
44
$1.86M 0.44%
60,627
+4,800
45
$1.84M 0.43%
+11,557
46
$1.83M 0.43%
17,623
+1,842
47
$1.81M 0.42%
16,441
+2,023
48
$1.78M 0.42%
45,499
+30,340
49
$1.74M 0.41%
6,397
+587
50
$1.69M 0.4%
6,914
+856
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