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
$538M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.33M
3
+$3.05M
4
GILD icon
Gilead Sciences
GILD
+$1.54M
5
CVS icon
CVS Health
CVS
+$1.45M

Top Sells

1
+$22.9M
2
+$17.1M
3
+$8.57M
4
CVX icon
Chevron
CVX
+$3.02M
5
QLYS icon
Qualys
QLYS
+$2.31M

Sector Composition

1 Technology 8.76%
2 Energy 6.22%
3 Financials 3.66%
4 Healthcare 3.64%
5 Consumer Discretionary 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.08M 0.57%
63,300
-1,860
27
$2.81M 0.52%
26,384
+387
28
$2.55M 0.47%
4,966
-224
29
$2.5M 0.47%
23,584
-656
30
$2.24M 0.42%
20,580
-1,100
31
$2.23M 0.41%
12,977
-448
32
$2.23M 0.41%
3,389
+147
33
$2.19M 0.41%
25,872
-4,828
34
$2.12M 0.39%
54,000
+7,564
35
$2.03M 0.38%
22,263
+1,169
36
$1.99M 0.37%
47,190
-2,865
37
$1.92M 0.36%
12,565
+531
38
$1.9M 0.35%
90,494
-13,079
39
$1.9M 0.35%
30,125
+506
40
$1.83M 0.34%
5,438
-170
41
$1.79M 0.33%
35,837
+816
42
$1.75M 0.33%
34,595
+294
43
$1.7M 0.32%
10,297
+90
44
$1.7M 0.32%
10,410
-54
45
$1.67M 0.31%
6,769
+309
46
$1.66M 0.31%
14,306
-284
47
$1.65M 0.31%
6,468
+557
48
$1.61M 0.3%
11,409
+1,493
49
$1.59M 0.29%
14,033
+1,632
50
$1.58M 0.29%
5,762
+843
1
2
3 4 5