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
$472M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.25M
3
+$2.77M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.48M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.41M

Top Sells

1
+$2.88M
2
+$2.44M
3
+$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.98M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.89M

Sector Composition

1 Technology 10.5%
2 Energy 7.25%
3 Consumer Discretionary 3.61%
4 Financials 3.44%
5 Healthcare 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3M 0.63%
14,609
+563
27
$2.72M 0.58%
119,002
+105,396
28
$2.67M 0.57%
11,727
-93
29
$2.66M 0.56%
8,819
+548
30
$2.65M 0.56%
42,506
+9,097
31
$2.61M 0.55%
29,997
-5,518
32
$2.59M 0.55%
199,608
-20,907
33
$2.56M 0.54%
38,416
+4,418
34
$2.5M 0.53%
15,393
-498
35
$2.45M 0.52%
22,243
-17,958
36
$2.38M 0.5%
81,540
-1,620
37
$2.36M 0.5%
17,820
+244
38
$2.19M 0.46%
11,987
+430
39
$2.1M 0.44%
6,349
-12
40
$2.08M 0.44%
49,545
+4,046
41
$2.08M 0.44%
13,094
+466
42
$2.05M 0.43%
16,342
+9,859
43
$2.04M 0.43%
17,559
+1,118
44
$2.01M 0.43%
39,472
+1,912
45
$2.01M 0.42%
18,543
+920
46
$2M 0.42%
31,620
-3,264
47
$1.99M 0.42%
7,301
+387
48
$1.99M 0.42%
338,040
+188,200
49
$1.91M 0.4%
6,399
+2
50
$1.9M 0.4%
10,361
+385
1
2
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