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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$42.6M
2
+$1.18M

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
27
$2.81M 0.52%
26,384
28
$2.55M 0.47%
4,966
29
$2.5M 0.47%
23,584
30
$2.24M 0.42%
1,029
-19,551
31
$2.23M 0.41%
12,977
32
$2.23M 0.41%
3,389
33
$2.19M 0.41%
25,872
34
$2.12M 0.39%
54,000
35
$2.03M 0.38%
22,263
36
$1.99M 0.37%
47,190
37
$1.92M 0.36%
12,565
38
$1.9M 0.35%
90,494
39
$1.9M 0.35%
30,125
40
$1.83M 0.34%
5,438
41
$1.79M 0.33%
35,837
42
$1.75M 0.33%
34,595
43
$1.7M 0.32%
10,297
44
$1.7M 0.32%
10,410
45
$1.67M 0.31%
6,769
46
$1.66M 0.31%
14,306
47
$1.65M 0.31%
6,468
48
$1.61M 0.3%
11,409
49
$1.59M 0.29%
14,033
50
$1.58M 0.29%
5,762
1
2
3 4 5