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
$510M
AUM Growth
-$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.01M
3
+$1.71M
4
DG icon
Dollar General
DG
+$1.06M
5
PFGC icon
Performance Food Group
PFGC
+$776K

Top Sells

1
+$8.28M
2
+$4.9M
3
+$3.97M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.66M
5
UHS icon
Universal Health Services
UHS
+$1.88M

Sector Composition

1 Technology 7.23%
2 Energy 6.89%
3 Healthcare 4.17%
4 Financials 2.63%
5 Consumer Discretionary 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.96M 0.58%
28,620
+3,000
27
$2.91M 0.57%
27,049
+186
28
$2.52M 0.49%
3,489
-22
29
$2.32M 0.45%
4,905
+43
30
$2.3M 0.45%
60,695
+901
31
$2.21M 0.43%
21,324
+315
32
$2.17M 0.43%
13,065
-215
33
$2.17M 0.43%
26,383
-3,040
34
$2.16M 0.42%
33,600
-740
35
$2.14M 0.42%
12,892
+226
36
$2.07M 0.41%
19,426
-1,989
37
$1.96M 0.39%
7,448
-675
38
$1.94M 0.38%
69,800
-4,970
39
$1.93M 0.38%
20,771
-699
40
$1.91M 0.37%
37,626
-874
41
$1.9M 0.37%
4,597
-650
42
$1.89M 0.37%
9,873
-321
43
$1.87M 0.37%
30,100
-79
44
$1.86M 0.37%
5,400
-136
45
$1.83M 0.36%
22,002
-3,514
46
$1.82M 0.36%
6,514
-280
47
$1.8M 0.35%
112,806
-1,997
48
$1.79M 0.35%
10,969
+109
49
$1.74M 0.34%
13,374
-448
50
$1.68M 0.33%
45,648
-5,604
1
2
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