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
$704M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.38M
3
+$1.14M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.14M
5
CMI icon
Cummins
CMI
+$930K

Top Sells

1
+$3.38M
2
+$3.07M
3
+$2.9M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.89M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.83M

Sector Composition

1 Technology 7.42%
2 Energy 4.89%
3 Consumer Discretionary 2.52%
4 Financials 2.51%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 0.55%
39,499
-8,735
27
$3.81M 0.54%
22,180
-10,920
28
$3.63M 0.52%
15,536
-2,963
29
$2.96M 0.42%
25,256
-8,740
30
$2.72M 0.39%
22,280
-12,480
31
$2.71M 0.38%
9,290
-1,941
32
$2.69M 0.38%
134,600
-56,880
33
$2.43M 0.34%
4,142
-5,771
34
$2.42M 0.34%
12,975
-3,790
35
$2.27M 0.32%
9,304
-2,296
36
$2.18M 0.31%
5,314
-982
37
$2.16M 0.31%
45,370
-24,200
38
$2.15M 0.31%
40,045
+1,970
39
$2.11M 0.3%
79,428
-16,199
40
$2.08M 0.29%
43,530
-9,980
41
$2.06M 0.29%
40,970
+8,338
42
$2.05M 0.29%
3,522
-1,814
43
$2.05M 0.29%
3,018
-1,127
44
$2.04M 0.29%
16,431
-3,722
45
$2.03M 0.29%
39,289
-1,699
46
$2.03M 0.29%
4,723
-4,320
47
$1.97M 0.28%
2,453
-355
48
$1.95M 0.28%
34,919
-1,379
49
$1.92M 0.27%
5,063
-1,176
50
$1.9M 0.27%
85,402
-18,243
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