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
$376M
AUM Growth
-$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$24.6M
3
+$22.9M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.2M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$19M

Top Sells

1
+$23.7M
2
+$20.2M
3
+$17.6M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$16.2M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$13.5M

Sector Composition

1 Energy 5.51%
2 Technology 4.66%
3 Consumer Discretionary 1.75%
4 Communication Services 1.46%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.41%
4,877
-8,637
27
$1.53M 0.41%
46,965
-2,580
28
$1.49M 0.4%
28,568
+18,490
29
$1.44M 0.38%
8,932
-13,341
30
$1.38M 0.37%
33,492
-488,768
31
$1.21M 0.32%
27,003
-15,503
32
$1.2M 0.32%
4,793
-8,257
33
$1.18M 0.31%
32,741
-10,592
34
$1.13M 0.3%
47,090
-67,450
35
$1.04M 0.28%
6,266
-8,343
36
$938K 0.25%
18,806
-9,053
37
$937K 0.25%
16,120
-11,540
38
$934K 0.25%
2,755
-1,834
39
$931K 0.25%
41,175
-3,423
40
$884K 0.24%
16,349
+6,257
41
$881K 0.23%
16,406
-7,978
42
$811K 0.22%
5,630
-9,763
43
$799K 0.21%
121,200
-216,840
44
$792K 0.21%
13,850
+2,349
45
$774K 0.21%
10,521
-141,050
46
$758K 0.2%
3,341
-5,478
47
$756K 0.2%
+21,398
48
$751K 0.2%
26,090
+205
49
$748K 0.2%
7,811
-10,732
50
$745K 0.2%
6,334
-11,486
1
2
3 4 5