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
$449M
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.23M
3
+$2.16M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.02M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.96M

Top Sells

1
+$2.68M
2
+$1.17M
3
+$1.07M
4
AAPL icon
Apple
AAPL
+$890K
5
UNH icon
UnitedHealth
UNH
+$842K

Sector Composition

1 Technology 6.24%
2 Energy 5.6%
3 Consumer Discretionary 2.2%
4 Communication Services 1.99%
5 Financials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 0.53%
40,034
+11,466
27
$2.22M 0.49%
18,313
+2,438
28
$2.02M 0.45%
10,474
+1,542
29
$1.81M 0.4%
7,953
+1,687
30
$1.68M 0.37%
52,040
+4,950
31
$1.53M 0.34%
21,540
+5,420
32
$1.41M 0.31%
27,216
-6,276
33
$1.36M 0.3%
11,494
+8,162
34
$1.35M 0.3%
7,226
+1,596
35
$1.34M 0.3%
7,697
-114
36
$1.32M 0.29%
+8,059
37
$1.31M 0.29%
138,400
+17,200
38
$1.28M 0.28%
9,329
+2,995
39
$1.16M 0.26%
4,833
+1,008
40
$1.12M 0.25%
+8,477
41
$1.1M 0.25%
3,022
+267
42
$1.09M 0.24%
97,901
+22,120
43
$1.06M 0.24%
3,221
+605
44
$1.03M 0.23%
18,816
+2,467
45
$1.01M 0.22%
5,117
+1,146
46
$987K 0.22%
21,700
+3,160
47
$980K 0.22%
26,884
-5,857
48
$976K 0.22%
3,302
+1,135
49
$960K 0.21%
30,410
+11,040
50
$956K 0.21%
4,259
-27
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