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
$517M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$3.45M
3
+$1.76M
4
GPC icon
Genuine Parts
GPC
+$1.48M
5
CAH icon
Cardinal Health
CAH
+$1.48M

Top Sells

1
+$4.79M
2
+$3.91M
3
+$3.65M
4
AAPL icon
Apple
AAPL
+$3.5M
5
V icon
Visa
V
+$3.14M

Sector Composition

1 Technology 7.5%
2 Energy 7.42%
3 Healthcare 4.65%
4 Financials 2.65%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 0.55%
26,863
+479
27
$2.58M 0.5%
4,862
-104
28
$2.38M 0.46%
21,415
-848
29
$2.3M 0.44%
3,511
+122
30
$2.25M 0.44%
5,247
+44
31
$2.19M 0.42%
25,516
+661
32
$2.15M 0.42%
25,620
+2,036
33
$2.09M 0.4%
59,794
+5,794
34
$1.95M 0.38%
8,123
+268
35
$1.95M 0.38%
13,280
+303
36
$1.92M 0.37%
10,194
-216
37
$1.92M 0.37%
34,340
-28,960
38
$1.92M 0.37%
23,411
-2,461
39
$1.92M 0.37%
30,179
+54
40
$1.91M 0.37%
38,500
+2,663
41
$1.89M 0.36%
12,666
+1,257
42
$1.88M 0.36%
13,350
+832
43
$1.85M 0.36%
5,536
+98
44
$1.85M 0.36%
21,009
+19,980
45
$1.85M 0.36%
13,822
+1,442
46
$1.84M 0.35%
29,423
+171
47
$1.83M 0.35%
114,803
+6,007
48
$1.83M 0.35%
5,794
+32
49
$1.79M 0.35%
6,794
+25
50
$1.72M 0.33%
10,376
+250
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