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
$702M
AUM Growth
-$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.69M
3
+$4.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.84M
5
SPSC icon
SPS Commerce
SPSC
+$1.5M

Top Sells

1
+$19M
2
+$5.25M
3
+$4.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.45M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.34M

Sector Composition

1 Technology 8.92%
2 Energy 4.85%
3 Consumer Discretionary 3.13%
4 Financials 2.78%
5 Healthcare 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19M 0.6%
67,140
+436
27
$3.9M 0.56%
23,360
+840
28
$3.75M 0.53%
17,280
+1,339
29
$3.21M 0.46%
48,200
+2,470
30
$3.19M 0.45%
13,051
-9
31
$3.09M 0.44%
21,360
-640
32
$2.9M 0.41%
24,957
-837
33
$2.86M 0.41%
30,611
+4,239
34
$2.66M 0.38%
37,065
-2,915
35
$2.6M 0.37%
101,955
+636
36
$2.54M 0.36%
5,389
+43
37
$2.54M 0.36%
30,774
-178
38
$2.53M 0.36%
85,920
-37,820
39
$2.45M 0.35%
9,652
+47
40
$2.41M 0.34%
2,852
+311
41
$2.38M 0.34%
4,195
+81
42
$2.35M 0.33%
13,713
+2,473
43
$2.34M 0.33%
49,605
-210
44
$2.31M 0.33%
4,589
+460
45
$2.24M 0.32%
6,312
+896
46
$2.16M 0.31%
12,415
+267
47
$2.15M 0.31%
15,692
+407
48
$2.12M 0.3%
14,737
-621
49
$2.12M 0.3%
18,560
+1,509
50
$2.08M 0.3%
36,480
+12,246
1
2
3 4 5