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
$589M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.4M
3
+$1.8M
4
PAGS icon
PagSeguro Digital
PAGS
+$1.76M
5
PAYC icon
Paycom
PAYC
+$1.65M

Top Sells

1
+$5.26M
2
+$4.57M
3
+$4.09M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.36M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.73M

Sector Composition

1 Technology 9.33%
2 Energy 4.49%
3 Consumer Discretionary 2.53%
4 Financials 2.36%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 0.58%
61,725
+184
27
$3.41M 0.58%
15,585
+294
28
$3.4M 0.58%
+46,522
29
$3.17M 0.54%
67,090
+670
30
$2.79M 0.47%
31,800
+2,420
31
$2.46M 0.42%
10,495
+278
32
$2.38M 0.4%
99,084
-27,515
33
$2.35M 0.4%
14,174
+609
34
$2.24M 0.38%
171,360
-5,400
35
$2.2M 0.37%
17,937
+422
36
$2.16M 0.37%
7,079
+305
37
$2.13M 0.36%
9,592
38
$2.04M 0.35%
5,135
-406
39
$1.91M 0.32%
64,405
+15,130
40
$1.91M 0.32%
13,275
+1,180
41
$1.9M 0.32%
33,364
+2,416
42
$1.8M 0.31%
28,178
-178
43
$1.79M 0.3%
14,675
+1,302
44
$1.76M 0.3%
4,937
+264
45
$1.76M 0.3%
+30,954
46
$1.75M 0.3%
30,875
+11,998
47
$1.69M 0.29%
38,650
+70
48
$1.67M 0.28%
5,074
+342
49
$1.65M 0.28%
36,279
+2,362
50
$1.65M 0.28%
+3,637
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2
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