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
$678M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$6.07M
3
+$4.83M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.77M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$4.4M

Top Sells

1
+$12.8M
2
+$12.7M
3
+$11.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.17M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.13M

Sector Composition

1 Technology 9.48%
2 Energy 5.57%
3 Financials 3.36%
4 Consumer Discretionary 3.04%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.97M 0.59%
17,913
+633
27
$3.97M 0.59%
42,419
-181
28
$3.95M 0.58%
24,240
+880
29
$3.81M 0.56%
66,294
-846
30
$3.02M 0.44%
21,680
+320
31
$2.85M 0.42%
25,997
+1,040
32
$2.77M 0.41%
103,573
+1,618
33
$2.65M 0.39%
5,190
+601
34
$2.58M 0.38%
30,700
-74
35
$2.58M 0.38%
37,735
+670
36
$2.53M 0.37%
13,425
+374
37
$2.5M 0.37%
91,520
+5,600
38
$2.4M 0.35%
3,242
+390
39
$2.31M 0.34%
16,240
+548
40
$2.31M 0.34%
5,549
+180
41
$2.3M 0.34%
5,608
+219
42
$2.29M 0.34%
50,055
+450
43
$2.17M 0.32%
46,436
+8,080
44
$2.17M 0.32%
10,207
+555
45
$2.1M 0.31%
9,916
+1,510
46
$2.08M 0.31%
17,986
+8,104
47
$2.03M 0.3%
+8,104
48
$2.01M 0.3%
4,421
+226
49
$1.95M 0.29%
23,474
+4,396
50
$1.91M 0.28%
12,034
+1,484
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