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
$711M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$2.13M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M

Top Sells

1
+$4.37M
2
+$4.19M
3
+$2.84M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.34M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.33M

Sector Composition

1 Technology 7.66%
2 Energy 4.79%
3 Consumer Discretionary 2.69%
4 Financials 2.55%
5 Healthcare 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.17M 0.59%
66,704
-148
27
$3.93M 0.55%
69,090
+2,680
28
$3.7M 0.52%
22,520
+340
29
$3.55M 0.5%
15,941
+405
30
$3.4M 0.48%
7,883
+3,160
31
$3M 0.42%
25,794
+538
32
$2.94M 0.41%
22,000
-280
33
$2.6M 0.37%
9,605
+301
34
$2.56M 0.36%
123,740
-10,860
35
$2.54M 0.36%
13,060
+85
36
$2.53M 0.36%
49,815
+10,526
37
$2.45M 0.35%
9,428
+138
38
$2.45M 0.34%
48,581
+7,611
39
$2.37M 0.33%
4,114
-28
40
$2.34M 0.33%
3,460
-62
41
$2.33M 0.33%
39,980
-5,390
42
$2.27M 0.32%
5,346
+32
43
$2.23M 0.31%
101,319
+15,917
44
$2.22M 0.31%
45,730
+2,200
45
$2.13M 0.3%
19,959
+3,358
46
$2.07M 0.29%
26,372
+2,179
47
$2.03M 0.29%
49,815
+90
48
$2.03M 0.29%
3,041
+23
49
$2.02M 0.28%
75,968
-3,460
50
$2.01M 0.28%
2,541
+88
1
2
3 4 5