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
$746M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.6M
3
+$11.4M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$10.9M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$10.1M

Top Sells

1
+$3.43M
2
+$3.22M
3
+$2.93M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.84M
5
MIME
Mimecast Limited
MIME
+$1.9M

Sector Composition

1 Technology 8.62%
2 Energy 5.03%
3 Consumer Discretionary 2.8%
4 Financials 2.75%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38M 0.59%
48,234
+31,556
27
$4.3M 0.58%
69,224
+2,022
28
$3.94M 0.53%
33,996
+245
29
$3.92M 0.52%
18,499
+2,914
30
$3.64M 0.49%
164,429
+153,286
31
$3.6M 0.48%
9,043
+5,020
32
$3.58M 0.48%
34,760
+2,960
33
$2.73M 0.37%
11,231
+736
34
$2.64M 0.35%
16,765
+2,591
35
$2.57M 0.34%
69,570
+5,165
36
$2.56M 0.34%
103,645
+4,561
37
$2.56M 0.34%
191,480
+20,120
38
$2.5M 0.34%
95,627
+69,697
39
$2.48M 0.33%
53,510
+14,860
40
$2.47M 0.33%
4,145
+535
41
$2.46M 0.33%
11,600
+2,008
42
$2.42M 0.32%
5,336
+201
43
$2.42M 0.32%
20,153
+2,216
44
$2.31M 0.31%
6,239
+2,268
45
$2.26M 0.3%
22,458
+8,263
46
$2.22M 0.3%
6,296
+1,222
47
$2.21M 0.3%
7,972
+893
48
$2.2M 0.3%
37,876
+18,884
49
$2.09M 0.28%
+40,988
50
$2.07M 0.28%
15,282
+2,007
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